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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 | $47,783 | $41,016+16.5% | $152,093-68.6% | $64,097-25.5% |
| Participation rate | 29.0% | 51.3%-22.3pp | 77.8%-48.7pp | 55.2%-26.2pp |
| Annual return | 14.84% | 39.60%-24.8pp | 66.36%-51.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $669 | $1,342-50.2% | $4,175-84.0% | $1,891-64.6% |
| Participant deferral / active EE | $1,323 | $1,927-31.4% | $5,451-75.7% | $3,080-57.1% |
| Admin fee / account holder | $1,118 | $2,305-51.5% | $14,497-92.3% | $3,454-67.7% |