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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 | $49,450 | $45,312+9.1% | $86,233-42.7% | $67,986-27.3% |
| Participation rate | 21.8% | 42.4%-20.6pp | 69.0%-47.2pp | 57.2%-35.4pp |
| Annual return | 15.49% | 24.79%-9.3pp | 61.39%-45.9pp | 31.67%-16.2pp |
| Employer contribution / active EE | $110 | $1,160-90.5% | $2,504-95.6% | $2,019-94.6% |
| Participant deferral / active EE | $3,255 | $2,185+49.0% | $4,559-28.6% | $3,358-3.1% |
| Admin fee / account holder | $3,578 | $3,295+8.6% | $8,342-57.1% | $3,203+11.7% |