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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 | $43,918 | $41,377+6.1% | $109,313-59.8% | $62,881-30.2% |
| Participation rate | 52.0% | 57.5%-5.5pp | 71.3%-19.3pp | 69.3%-17.3pp |
| Annual return | 7.04% | 11.05%-4.0pp | 22.07%-15.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $809 | $1,276-36.6% | $3,892-79.2% | $2,281-64.6% |
| Participant deferral / active EE | $2,259 | $2,045+10.5% | $3,166-28.6% | $3,203-29.5% |
| Admin fee / account holder | $3,318 | $2,884+15.0% | $5,666-41.4% | $4,296-22.8% |