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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 | $47,516 | $41,016+15.8% | $152,093-68.8% | $64,097-25.9% |
| Participation rate | 23.8% | 51.3%-27.5pp | 77.8%-53.9pp | 55.2%-31.3pp |
| Annual return | 14.22% | 39.60%-25.4pp | 66.36%-52.1pp | 34.64%-20.4pp |
| Employer contribution / active EE | $401 | $1,342-70.1% | $4,175-90.4% | $1,891-78.8% |
| Participant deferral / active EE | $1,273 | $1,927-33.9% | $5,451-76.6% | $3,080-58.7% |
| Admin fee / account holder | $2,049 | $2,305-11.1% | $14,497-85.9% | $3,454-40.7% |