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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 | $47,681 | $41,377+15.2% | $109,313-56.4% | $62,881-24.2% |
| Participation rate | 56.5% | 57.5%-1.0pp | 71.3%-14.7pp | 69.3%-12.8pp |
| Annual return | 9.29% | 11.05%-1.8pp | 22.07%-12.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $808 | $1,276-36.7% | $3,892-79.2% | $2,281-64.6% |
| Participant deferral / active EE | $2,237 | $2,045+9.4% | $3,166-29.3% | $3,203-30.1% |
| Admin fee / account holder | $4,066 | $2,884+41.0% | $5,666-28.3% | $4,296-5.4% |