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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 | $42,187 | $108,226-61.0% | $77,513-45.6% | $158,950-73.5% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | 19.81% | 31.67%-11.9pp | 54.81%-35.0pp | 302.91%-283.1pp |
| Employer contribution / active EE | $643 | $1,325-51.5% | $987-34.9% | $4,762-86.5% |
| Participant deferral / active EE | $884 | $2,456-64.0% | $1,861-52.5% | $5,983-85.2% |
| Admin fee / account holder | $1,794 | $3,710-51.6% | $2,859-37.2% | $11,248-84.0% |