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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 | $46,966 | $45,343+3.6% | $150,298-68.8% | $67,986-30.9% |
| Participation rate | 62.9% | 51.9%+11.0pp | 77.8%-14.9pp | 57.2%+5.7pp |
| Annual return | 13.91% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $552 | $1,462-62.3% | $4,154-86.7% | $2,019-72.7% |
| Participant deferral / active EE | $1,959 | $2,055-4.7% | $5,453-64.1% | $3,358-41.7% |
| Admin fee / account holder | $2,820 | $2,250+25.4% | $14,116-80.0% | $3,203-11.9% |