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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 | $43,514 | $73,978-41.2% | $96,515-54.9% | $75,173-42.1% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.1pp |
| Annual return | 51.53% | 26.72%+24.8pp | 35.73%+15.8pp | 160.72%-109.2pp |
| Employer contribution / active EE | $1,632 | $2,931-44.3% | $3,740-56.4% | $2,671-38.9% |
| Participant deferral / active EE | $6,694 | $3,660+82.9% | $4,880+37.2% | $4,126+62.2% |
| Admin fee / account holder | $2,159 | $5,219-58.6% | $6,735-67.9% | $5,651-61.8% |