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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 | $41,245 | $25,014+64.9% | $69,623-40.8% | $80,935-49.0% |
| Participation rate | 24.3% | 64.2%-39.9pp | 66.4%-42.1pp | 67.7%-43.3pp |
| Annual return | 14.61% | 19.08%-4.5pp | 101.23%-86.6pp | 35.66%-21.0pp |
| Employer contribution / active EE | $670 | $991-32.4% | $1,709-60.8% | $2,757-75.7% |
| Participant deferral / active EE | $1,525 | $1,840-17.1% | $2,890-47.2% | $4,299-64.5% |
| Admin fee / account holder | $5,596 | $2,491+124.6% | $4,696+19.2% | $6,924-19.2% |