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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 | $57,130 | $53,774+6.2% | $134,162-57.4% | $79,856-28.5% |
| Participation rate | 39.3% | 58.8%-19.5pp | 72.2%-32.9pp | 69.6%-30.4pp |
| Annual return | 20.05% | 19.01%+1.0pp | 36.35%-16.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,225 | $1,322-7.3% | $3,705-66.9% | $2,471-50.4% |
| Participant deferral / active EE | $2,859 | $2,420+18.2% | $3,500-18.3% | $3,741-23.6% |
| Admin fee / account holder | $2,834 | $3,985-28.9% | $6,685-57.6% | $5,306-46.6% |