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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 | $50,456 | $47,848+5.4% | $81,473-38.1% | $70,126-28.0% |
| Participation rate | 34.7% | 58.3%-23.6pp | 68.0%-33.3pp | 69.5%-34.8pp |
| Annual return | 14.20% | 27.25%-13.0pp | 38.78%-24.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $490 | $1,527-67.9% | $2,568-80.9% | $2,343-79.1% |
| Participant deferral / active EE | $1,449 | $2,453-40.9% | $3,537-59.0% | $3,332-56.5% |
| Admin fee / account holder | $641 | $3,145-79.6% | $4,561-86.0% | $4,645-86.2% |