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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 | $44,059 | $94,031-53.1% | $115,768-61.9% | $82,448-46.6% |
| Participation rate | 51.6% | 70.4%-18.8pp | 74.4%-22.8pp | 68.1%-16.5pp |
| Annual return | 19.92% | 20.61%-0.7pp | 100.46%-80.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,430 | $2,323-38.5% | $2,940-51.4% | $2,551-44.0% |
| Participant deferral / active EE | $4,776 | $3,972+20.3% | $4,917-2.9% | $4,139+15.4% |
| Admin fee / account holder | $12,178 | $10,249+18.8% | $12,439-2.1% | $7,234+68.3% |