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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 | $46,409 | $43,075+7.7% | $74,577-37.8% | $62,881-26.2% |
| Participation rate | 57.4% | 58.1%-0.6pp | 68.1%-10.7pp | 69.3%-11.9pp |
| Annual return | 6.17% | 17.50%-11.3pp | 20.47%-14.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $451 | $1,498-69.9% | $2,525-82.1% | $2,281-80.2% |
| Participant deferral / active EE | $3,261 | $2,389+36.5% | $3,458-5.7% | $3,203+1.8% |
| Admin fee / account holder | $2,387 | $2,840-15.9% | $4,138-42.3% | $4,296-44.4% |