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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 | $52,027 | $41,016+26.8% | $152,093-65.8% | $64,097-18.8% |
| Participation rate | 44.4% | 51.3%-7.0pp | 77.8%-33.4pp | 55.2%-10.8pp |
| Annual return | 13.94% | 39.60%-25.7pp | 66.36%-52.4pp | 34.64%-20.7pp |
| Employer contribution / active EE | $895 | $1,342-33.3% | $4,175-78.6% | $1,891-52.7% |
| Participant deferral / active EE | $1,684 | $1,927-12.6% | $5,451-69.1% | $3,080-45.3% |
| Admin fee / account holder | $3,800 | $2,305+64.9% | $14,497-73.8% | $3,454+10.0% |