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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,456 | $46,877+24.7% | $122,354-52.2% | $70,126-16.6% |
| Participation rate | 45.8% | 58.2%-12.4pp | 71.6%-25.9pp | 69.5%-23.8pp |
| Annual return | 16.15% | 24.22%-8.1pp | 30.28%-14.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $587 | $1,288-54.4% | $4,051-85.5% | $2,343-74.9% |
| Participant deferral / active EE | $1,698 | $2,167-21.7% | $3,287-48.3% | $3,332-49.0% |
| Admin fee / account holder | $535 | $3,324-83.9% | $5,479-90.2% | $4,645-88.5% |