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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 | $44,507 | $41,016+8.5% | $152,093-70.7% | $64,097-30.6% |
| Participation rate | 38.1% | 51.3%-13.3pp | 77.8%-39.7pp | 55.2%-17.1pp |
| Annual return | 17.52% | 39.60%-22.1pp | 66.36%-48.8pp | 34.64%-17.1pp |
| Employer contribution / active EE | $645 | $1,342-51.9% | $4,175-84.5% | $1,891-65.9% |
| Participant deferral / active EE | $1,769 | $1,927-8.2% | $5,451-67.5% | $3,080-42.6% |
| Admin fee / account holder | $2,812 | $2,305+22.0% | $14,497-80.6% | $3,454-18.6% |