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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 | $54,485 | $48,118+13.2% | $136,833-60.2% | $94,015-42.0% |
| Participation rate | 29.6% | 47.4%-17.8pp | 59.0%-29.4pp | 70.8%-41.2pp |
| Annual return | 22.25% | 14.65%+7.6pp | 35.32%-13.1pp | 17.84%+4.4pp |
| Employer contribution / active EE | $923 | $821+12.5% | $1,319-30.0% | $2,790-66.9% |
| Participant deferral / active EE | $2,460 | $1,651+49.0% | $2,441+0.8% | $4,249-42.1% |
| Admin fee / account holder | $545 | $3,059-82.2% | $4,706-88.4% | $8,951-93.9% |