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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 | $44,304 | $38,969+13.7% | $109,313-59.5% | $55,167-19.7% |
| Participation rate | 39.4% | 58.2%-18.8pp | 71.3%-31.8pp | 69.0%-29.5pp |
| Annual return | 6.39% | 8.26%-1.9pp | 22.07%-15.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $668 | $1,227-45.6% | $3,892-82.8% | $1,963-66.0% |
| Participant deferral / active EE | $1,917 | $2,176-11.9% | $3,166-39.5% | $3,054-37.2% |
| Admin fee / account holder | $331 | $501-33.9% | $5,666-94.2% | $504-34.2% |