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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 | $49,365 | $41,377+19.3% | $109,313-54.8% | $62,881-21.5% |
| Participation rate | 54.5% | 57.5%-3.0pp | 71.3%-16.7pp | 69.3%-14.8pp |
| Annual return | 8.07% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $427 | $1,276-66.5% | $3,892-89.0% | $2,281-81.3% |
| Participant deferral / active EE | $3,464 | $2,045+69.4% | $3,166+9.4% | $3,203+8.2% |
| Admin fee / account holder | $5,252 | $2,884+82.1% | $5,666-7.3% | $4,296+22.3% |