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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 | $45,102 | $81,262-44.5% | $155,602-71.0% | $80,911-44.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 12.56% | 33.34%-20.8pp | 64.81%-52.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $579 | $3,102-81.3% | $4,675-87.6% | $2,756-79.0% |
| Participant deferral / active EE | $3,823 | $3,451+10.8% | $5,629-32.1% | $4,297-11.0% |
| Admin fee / account holder | $1,346 | $7,992-83.2% | $15,923-91.5% | $6,935-80.6% |