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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 | $43,749+2.4% | $158,223-71.7% | $65,306-31.4% |
| Participation rate | 42.1% | 56.9%-14.7pp | 79.2%-37.1pp | 57.7%-15.5pp |
| Annual return | 16.32% | 19.41%-3.1pp | 52.09%-35.8pp | 21.94%-5.6pp |
| Employer contribution / active EE | $643 | $1,497-57.1% | $4,109-84.3% | $1,967-67.3% |
| Participant deferral / active EE | $2,493 | $2,019+23.5% | $5,467-54.4% | $2,959-15.7% |
| Admin fee / account holder | $5,451 | $1,930+182.4% | $16,047-66.0% | $3,480+56.7% |