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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 | $43,924 | $41,377+6.2% | $109,313-59.8% | $62,881-30.1% |
| Participation rate | 69.0% | 57.5%+11.4pp | 71.3%-2.3pp | 69.3%-0.3pp |
| Annual return | 6.58% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $591 | $1,276-53.7% | $3,892-84.8% | $2,281-74.1% |
| Participant deferral / active EE | $2,252 | $2,045+10.1% | $3,166-28.9% | $3,203-29.7% |
| Admin fee / account holder | $9,418 | $2,884+226.6% | $5,666+66.2% | $4,296+119.2% |