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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 | $43,749+3.5% | $158,223-71.4% | $65,306-30.7% |
| Participation rate | 45.3% | 56.9%-11.6pp | 79.2%-33.9pp | 57.7%-12.4pp |
| Annual return | 16.99% | 19.41%-2.4pp | 52.09%-35.1pp | 21.94%-4.9pp |
| Employer contribution / active EE | $697 | $1,497-53.5% | $4,109-83.0% | $1,967-64.6% |
| Participant deferral / active EE | $2,372 | $2,019+17.5% | $5,467-56.6% | $2,959-19.8% |
| Admin fee / account holder | $3,000 | $1,930+55.4% | $16,047-81.3% | $3,480-13.8% |