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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 | $46,820 | $46,877-0.1% | $122,354-61.7% | $70,126-33.2% |
| Participation rate | 51.6% | 58.2%-6.6pp | 71.6%-20.0pp | 69.5%-17.9pp |
| Annual return | 21.36% | 24.22%-2.9pp | 30.28%-8.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $437 | $1,288-66.1% | $4,051-89.2% | $2,343-81.4% |
| Participant deferral / active EE | $2,573 | $2,167+18.7% | $3,287-21.7% | $3,332-22.8% |
| Admin fee / account holder | $1,513 | $3,324-54.5% | $5,479-72.4% | $4,645-67.4% |