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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 | $58,228 | $49,025+18.8% | $87,502-33.5% | $62,881-7.4% |
| Participation rate | 31.3% | 64.9%-33.6pp | 73.8%-42.6pp | 69.3%-38.1pp |
| Annual return | 7.47% | 10.02%-2.6pp | 12.21%-4.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $957 | $1,372-30.3% | $2,550-62.5% | $2,281-58.1% |
| Participant deferral / active EE | $2,236 | $2,289-2.3% | $3,149-29.0% | $3,203-30.2% |
| Admin fee / account holder | $6,268 | $4,065+54.2% | $4,221+48.5% | $4,296+45.9% |