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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 | $62,743 | $61,605+1.8% | $112,273-44.1% | $75,173-16.5% |
| Participation rate | 45.5% | 61.7%-16.2pp | 72.4%-27.0pp | 67.2%-21.7pp |
| Annual return | 17.15% | 28.47%-11.3pp | 30.23%-13.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $582 | $2,015-71.1% | $3,431-83.0% | $2,671-78.2% |
| Participant deferral / active EE | $2,310 | $3,108-25.7% | $4,800-51.9% | $4,126-44.0% |
| Admin fee / account holder | $2,498 | $4,862-48.6% | $7,752-67.8% | $5,651-55.8% |