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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 | $30,509 | $94,439-67.7% | $73,658-58.6% | $154,746-80.3% |
| Participation rate | 57.1% | 64.7%-7.5pp | 57.0%+0.1pp | 80.7%-23.6pp |
| Annual return | 22.79% | 28.25%-5.5pp | 29.72%-6.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $532 | $1,257-57.7% | $1,032-48.5% | $4,379-87.9% |
| Participant deferral / active EE | $4,292 | $2,527+69.8% | $2,062+108.2% | $6,730-36.2% |
| Admin fee / account holder | $408 | $3,843-89.4% | $3,357-87.8% | $14,365-97.2% |