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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 | $44,381 | $108,226-59.0% | $77,513-42.7% | $158,950-72.1% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 15.62% | 31.67%-16.1pp | 54.81%-39.2pp | 302.91%-287.3pp |
| Employer contribution / active EE | $718 | $1,325-45.8% | $987-27.2% | $4,762-84.9% |
| Participant deferral / active EE | $3,211 | $2,456+30.7% | $1,861+72.5% | $5,983-46.3% |
| Admin fee / account holder | $1,288 | $3,710-65.3% | $2,859-54.9% | $11,248-88.5% |