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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 | $41,016+9.3% | $152,093-70.5% | $64,097-30.1% |
| Participation rate | 42.1% | 51.3%-9.2pp | 77.8%-35.6pp | 55.2%-13.0pp |
| Annual return | 16.32% | 39.60%-23.3pp | 66.36%-50.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $643 | $1,342-52.1% | $4,175-84.6% | $1,891-66.0% |
| Participant deferral / active EE | $2,493 | $1,927+29.4% | $5,451-54.3% | $3,080-19.0% |
| Admin fee / account holder | $5,451 | $2,305+136.5% | $14,497-62.4% | $3,454+57.8% |