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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 | $49,695 | $56,054-11.3% | $171,082-71.0% | $62,881-21.0% |
| Participation rate | 63.3% | 62.9%+0.4pp | 76.7%-13.4pp | 69.3%-6.0pp |
| Annual return | 7.27% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $449 | $1,731-74.1% | $4,002-88.8% | $2,281-80.3% |
| Participant deferral / active EE | $3,563 | $3,158+12.8% | $4,797-25.7% | $3,203+11.3% |
| Admin fee / account holder | $2,045 | $3,647-43.9% | $8,520-76.0% | $4,296-52.4% |