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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 | $45,280 | $45,343-0.1% | $150,298-69.9% | $67,986-33.4% |
| Participation rate | 45.3% | 51.9%-6.6pp | 77.8%-32.5pp | 57.2%-11.9pp |
| Annual return | 16.99% | 33.28%-16.3pp | 62.79%-45.8pp | 31.67%-14.7pp |
| Employer contribution / active EE | $697 | $1,462-52.3% | $4,154-83.2% | $2,019-65.5% |
| Participant deferral / active EE | $2,372 | $2,055+15.4% | $5,453-56.5% | $3,358-29.4% |
| Admin fee / account holder | $3,000 | $2,250+33.3% | $14,116-78.7% | $3,203-6.4% |