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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 | $44,902 | $41,016+9.5% | $152,093-70.5% | $64,097-29.9% |
| Participation rate | 34.5% | 51.3%-16.9pp | 77.8%-43.3pp | 55.2%-20.7pp |
| Annual return | 12.56% | 39.60%-27.0pp | 66.36%-53.8pp | 34.64%-22.1pp |
| Employer contribution / active EE | $808 | $1,342-39.8% | $4,175-80.7% | $1,891-57.3% |
| Participant deferral / active EE | $1,695 | $1,927-12.1% | $5,451-68.9% | $3,080-45.0% |
| Admin fee / account holder | $5,682 | $2,305+146.5% | $14,497-60.8% | $3,454+64.5% |