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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 | $57,593 | $73,955-22.1% | $96,520-40.3% | $75,181-23.4% |
| Participation rate | 36.1% | 66.4%-30.3pp | 74.3%-38.2pp | 67.2%-31.1pp |
| Annual return | 33.53% | 26.72%+6.8pp | 35.72%-2.2pp | 160.69%-127.2pp |
| Employer contribution / active EE | $878 | $2,930-70.0% | $3,739-76.5% | $2,671-67.1% |
| Participant deferral / active EE | $1,590 | $3,659-56.6% | $4,879-67.4% | $4,126-61.5% |
| Admin fee / account holder | $318 | $5,217-93.9% | $6,733-95.3% | $5,650-94.4% |