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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 | $40,155 | $35,183+14.1% | $73,550-45.4% | $70,126-42.7% |
| Participation rate | 18.6% | 42.9%-24.4pp | 54.9%-36.4pp | 69.5%-51.0pp |
| Annual return | 20.89% | 26.90%-6.0pp | -15.16%+36.0pp | 73.15%-52.3pp |
| Employer contribution / active EE | $125 | $709-82.4% | $1,219-89.8% | $2,343-94.7% |
| Participant deferral / active EE | $856 | $1,220-29.9% | $1,804-52.6% | $3,332-74.3% |
| Admin fee / account holder | $3,344 | $2,302+45.3% | $2,320+44.2% | $4,645-28.0% |