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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 | $47,247 | $25,723+83.7% | $69,182-31.7% | $55,167-14.4% |
| Participation rate | 60.5% | 39.4%+21.1pp | 55.1%+5.4pp | 69.0%-8.5pp |
| Annual return | 7.26% | 9.56%-2.3pp | -21.93%+29.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $635 | $480+32.1% | $1,206-47.4% | $1,963-67.6% |
| Participant deferral / active EE | $3,829 | $963+297.4% | $1,897+101.8% | $3,054+25.4% |
| Admin fee / account holder | $1,297 | $365+255.8% | $2,697-51.9% | $504+157.4% |