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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 | $42,246 | $108,212-61.0% | $77,513-45.5% | $158,966-73.4% |
| Participation rate | 61.1% | 64.4%-3.3pp | 54.2%+6.9pp | 82.0%-20.9pp |
| Annual return | 14.08% | 31.67%-17.6pp | 54.81%-40.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $320 | $1,325-75.9% | $987-67.6% | $4,762-93.3% |
| Participant deferral / active EE | $3,339 | $2,455+36.0% | $1,861+79.4% | $5,983-44.2% |
| Admin fee / account holder | $8,544 | $3,709+130.4% | $2,859+198.8% | $11,250-24.1% |