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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 | $37,644 | $94,439-60.1% | $73,658-48.9% | $154,746-75.7% |
| Participation rate | 58.3% | 64.7%-6.3pp | 57.0%+1.3pp | 80.7%-22.4pp |
| Annual return | 12.17% | 28.25%-16.1pp | 29.72%-17.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $424 | $1,257-66.3% | $1,032-59.0% | $4,379-90.3% |
| Participant deferral / active EE | $1,552 | $2,527-38.6% | $2,062-24.7% | $6,730-76.9% |
| Admin fee / account holder | $831 | $3,843-78.4% | $3,357-75.3% | $14,365-94.2% |