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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 | $59,604 | $39,162+52.2% | $100,671-40.8% | $59,6330% |
| Participation rate | 28.6% | 55.9%-27.3pp | 70.7%-42.1pp | 68.7%-40.1pp |
| Annual return | -1.41% | 21.07%-22.5pp | 20.43%-21.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $505 | $1,151-56.1% | $4,012-87.4% | $2,203-77.1% |
| Participant deferral / active EE | $998 | $1,992-49.9% | $3,144-68.3% | $3,192-68.7% |
| Admin fee / account holder | $3,520 | $2,969+18.5% | $4,850-27.4% | $4,297-18.1% |