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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 | $52,520 | $35,183+49.3% | $73,545-28.6% | $70,124-25.1% |
| Participation rate | 19.4% | 42.9%-23.5pp | 54.9%-35.5pp | 69.5%-50.1pp |
| Annual return | 17.06% | 26.90%-9.8pp | -15.16%+32.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $341 | $709-51.9% | $1,219-72.1% | $2,342-85.5% |
| Participant deferral / active EE | $1,872 | $1,220+53.5% | $1,806+3.7% | $3,332-43.8% |
| Admin fee / account holder | $995 | $2,302-56.8% | $2,320-57.1% | $4,645-78.6% |