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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 | $53,445 | $37,446+42.7% | $77,513-31.0% | $79,852-33.1% |
| Participation rate | 37.1% | 41.5%-4.4pp | 54.2%-17.0pp | 69.6%-32.5pp |
| Annual return | 21.02% | 39.76%-18.7pp | 54.81%-33.8pp | 31.72%-10.7pp |
| Employer contribution / active EE | $243 | $637-61.9% | $987-75.4% | $2,471-90.2% |
| Participant deferral / active EE | $975 | $1,261-22.7% | $1,861-47.6% | $3,740-73.9% |
| Admin fee / account holder | $6,534 | $2,506+160.7% | $2,859+128.5% | $5,306+23.1% |