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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 | $52,664 | $48,078+9.5% | $78,676-33.1% | $62,881-16.2% |
| Participation rate | 54.8% | 65.2%-10.4pp | 73.6%-18.8pp | 69.3%-14.5pp |
| Annual return | 6.12% | 31.36%-25.2pp | 62.19%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $342 | $2,015-83.0% | $2,850-88.0% | $2,281-85.0% |
| Participant deferral / active EE | $1,789 | $2,587-30.8% | $3,517-49.1% | $3,203-44.1% |
| Admin fee / account holder | $335 | $3,206-89.6% | $4,510-92.6% | $4,296-92.2% |