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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 | $55,506 | $41,377+34.1% | $109,313-49.2% | $62,881-11.7% |
| Participation rate | 56.8% | 57.5%-0.8pp | 71.3%-14.5pp | 69.3%-12.5pp |
| Annual return | 10.69% | 11.05%-0.4pp | 22.07%-11.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $911 | $1,276-28.6% | $3,892-76.6% | $2,281-60.1% |
| Participant deferral / active EE | $3,679 | $2,045+79.9% | $3,166+16.2% | $3,203+14.9% |
| Admin fee / account holder | $3,791 | $2,884+31.4% | $5,666-33.1% | $4,296-11.8% |