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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 | $43,749+1.7% | $158,223-71.9% | $65,306-31.8% |
| Participation rate | 38.1% | 56.9%-18.8pp | 79.2%-41.1pp | 57.7%-19.6pp |
| Annual return | 17.52% | 19.41%-1.9pp | 52.09%-34.6pp | 21.94%-4.4pp |
| Employer contribution / active EE | $645 | $1,497-56.9% | $4,109-84.3% | $1,967-67.2% |
| Participant deferral / active EE | $1,769 | $2,019-12.4% | $5,467-67.6% | $2,959-40.2% |
| Admin fee / account holder | $2,812 | $1,930+45.7% | $16,047-82.5% | $3,480-19.2% |