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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 | $43,600 | $41,016+6.3% | $152,093-71.3% | $64,097-32.0% |
| Participation rate | 37.4% | 51.3%-14.0pp | 77.8%-40.4pp | 55.2%-17.8pp |
| Annual return | 18.25% | 39.60%-21.3pp | 66.36%-48.1pp | 34.64%-16.4pp |
| Employer contribution / active EE | $880 | $1,342-34.5% | $4,175-78.9% | $1,891-53.5% |
| Participant deferral / active EE | $1,653 | $1,927-14.2% | $5,451-69.7% | $3,080-46.3% |
| Admin fee / account holder | $2,885 | $2,305+25.2% | $14,497-80.1% | $3,454-16.5% |