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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 | $44,812 | $45,343-1.2% | $150,298-70.2% | $67,986-34.1% |
| Participation rate | 42.1% | 51.9%-9.7pp | 77.8%-35.6pp | 57.2%-15.1pp |
| Annual return | 16.32% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $643 | $1,462-56.0% | $4,154-84.5% | $2,019-68.1% |
| Participant deferral / active EE | $2,493 | $2,055+21.3% | $5,453-54.3% | $3,358-25.8% |
| Admin fee / account holder | $5,451 | $2,250+142.3% | $14,116-61.4% | $3,203+70.2% |