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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 | $49,249 | $47,848+2.9% | $81,473-39.6% | $70,126-29.8% |
| Participation rate | 44.1% | 58.3%-14.2pp | 68.0%-23.8pp | 69.5%-25.4pp |
| Annual return | 17.22% | 27.25%-10.0pp | 38.78%-21.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $722 | $1,527-52.7% | $2,568-71.9% | $2,343-69.2% |
| Participant deferral / active EE | $2,805 | $2,453+14.3% | $3,537-20.7% | $3,332-15.8% |
| Admin fee / account holder | $5,846 | $3,145+85.9% | $4,561+28.2% | $4,645+25.8% |