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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 | $48,281 | $47,848+0.9% | $81,473-40.7% | $70,126-31.2% |
| Participation rate | 43.2% | 58.3%-15.1pp | 68.0%-24.8pp | 69.5%-26.4pp |
| Annual return | 24.93% | 27.25%-2.3pp | 38.78%-13.9pp | 73.15%-48.2pp |
| Employer contribution / active EE | $944 | $1,527-38.2% | $2,568-63.2% | $2,343-59.7% |
| Participant deferral / active EE | $2,294 | $2,453-6.5% | $3,537-35.1% | $3,332-31.1% |
| Admin fee / account holder | $1,561 | $3,145-50.4% | $4,561-65.8% | $4,645-66.4% |