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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 | $45,284 | $41,377+9.4% | $109,313-58.6% | $62,881-28.0% |
| Participation rate | 64.6% | 57.5%+7.1pp | 71.3%-6.6pp | 69.3%-4.7pp |
| Annual return | 7.70% | 11.05%-3.3pp | 22.07%-14.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $381 | $1,276-70.1% | $3,892-90.2% | $2,281-83.3% |
| Participant deferral / active EE | $2,240 | $2,045+9.5% | $3,166-29.3% | $3,203-30.1% |
| Admin fee / account holder | $2,831 | $2,884-1.8% | $5,666-50.0% | $4,296-34.1% |