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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 | $45,887 | $36,948+24.2% | $73,658-37.7% | $87,485-47.5% |
| Participation rate | 41.8% | 46.8%-5.0pp | 57.0%-15.2pp | 68.9%-27.1pp |
| Annual return | 15.68% | 28.64%-13.0pp | 29.72%-14.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,051 | $670+56.8% | $1,032+1.8% | $2,596-59.5% |
| Participant deferral / active EE | $2,313 | $1,379+67.7% | $2,062+12.2% | $4,274-45.9% |
| Admin fee / account holder | $1,256 | $2,531-50.4% | $3,357-62.6% | $7,775-83.8% |