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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 | $59,872 | $57,541+4.1% | $95,728-37.5% | $75,181-20.4% |
| Participation rate | 44.3% | 62.5%-18.3pp | 72.3%-28.0pp | 67.2%-22.9pp |
| Annual return | 14.60% | 34.93%-20.3pp | 28.40%-13.8pp | 160.69%-146.1pp |
| Employer contribution / active EE | $466 | $1,808-74.2% | $2,835-83.5% | $2,671-82.5% |
| Participant deferral / active EE | $1,254 | $3,074-59.2% | $4,245-70.5% | $4,126-69.6% |
| Admin fee / account holder | $2,499 | $4,099-39.0% | $5,673-55.9% | $5,650-55.8% |