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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 | $57,492 | $46,596+23.4% | $64,099-10.3% | $75,181-23.5% |
| Participation rate | 40.5% | 65.9%-25.4pp | 72.3%-31.8pp | 67.2%-26.7pp |
| Annual return | 18.21% | 26.04%-7.8pp | 33.70%-15.5pp | 160.69%-142.5pp |
| Employer contribution / active EE | $471 | $1,975-76.1% | $2,748-82.9% | $2,671-82.4% |
| Participant deferral / active EE | $1,886 | $2,837-33.5% | $3,881-51.4% | $4,126-54.3% |
| Admin fee / account holder | $1,302 | $2,954-55.9% | $3,070-57.6% | $5,650-76.9% |