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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 | $24,676 | $59,123-58.3% | $77,183-68.0% | $75,181-67.2% |
| Participation rate | 47.2% | 63.9%-16.6pp | 69.6%-22.4pp | 67.2%-20.0pp |
| Annual return | 26.42% | 26.72%-0.3pp | 37.89%-11.5pp | 160.69%-134.3pp |
| Employer contribution / active EE | $943 | $1,996-52.7% | $2,534-62.8% | $2,671-64.7% |
| Participant deferral / active EE | $3,214 | $2,999+7.2% | $3,833-16.1% | $4,126-22.1% |
| Admin fee / account holder | $606 | $4,776-87.3% | $5,475-88.9% | $5,650-89.3% |