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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 | $52,804 | $46,877+12.6% | $122,354-56.8% | $70,126-24.7% |
| Participation rate | 31.4% | 58.2%-26.8pp | 71.6%-40.2pp | 69.5%-38.1pp |
| Annual return | 16.02% | 24.22%-8.2pp | 30.28%-14.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $496 | $1,288-61.5% | $4,051-87.8% | $2,343-78.8% |
| Participant deferral / active EE | $2,750 | $2,167+26.9% | $3,287-16.4% | $3,332-17.5% |
| Admin fee / account holder | $922 | $3,324-72.2% | $5,479-83.2% | $4,645-80.1% |