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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 | $36,900 | $25,014+47.5% | $69,611-47.0% | $80,925-54.4% |
| Participation rate | 52.3% | 64.2%-11.9pp | 66.4%-14.1pp | 67.7%-15.4pp |
| Annual return | 12.00% | 19.08%-7.1pp | 101.14%-89.1pp | 35.65%-23.6pp |
| Employer contribution / active EE | $386 | $991-61.1% | $1,709-77.4% | $2,756-86.0% |
| Participant deferral / active EE | $2,020 | $1,840+9.8% | $2,891-30.1% | $4,299-53.0% |
| Admin fee / account holder | $4,278 | $2,491+71.7% | $4,696-8.9% | $6,940-38.4% |