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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 | $47,952 | $45,312+5.8% | $86,233-44.4% | $67,986-29.5% |
| Participation rate | 18.9% | 42.4%-23.6pp | 69.0%-50.2pp | 57.2%-38.3pp |
| Annual return | 22.34% | 24.79%-2.4pp | 61.39%-39.0pp | 31.67%-9.3pp |
| Employer contribution / active EE | $757 | $1,160-34.8% | $2,504-69.8% | $2,019-62.5% |
| Participant deferral / active EE | $1,282 | $2,185-41.3% | $4,559-71.9% | $3,358-61.8% |
| Admin fee / account holder | $797 | $3,295-75.8% | $8,342-90.5% | $3,203-75.1% |