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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 | $51,619 | $45,343+13.8% | $150,298-65.7% | $67,986-24.1% |
| Participation rate | 48.7% | 51.9%-3.1pp | 77.8%-29.0pp | 57.2%-8.5pp |
| Annual return | 19.65% | 33.28%-13.6pp | 62.79%-43.1pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,567 | $1,462+7.2% | $4,154-62.3% | $2,019-22.4% |
| Participant deferral / active EE | $3,324 | $2,055+61.8% | $5,453-39.0% | $3,358-1.0% |
| Admin fee / account holder | $2,096 | $2,250-6.9% | $14,116-85.2% | $3,203-34.6% |