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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 | $37,128 | $87,059-57.4% | $105,608-64.8% | $80,925-54.1% |
| Participation rate | 52.2% | 70.4%-18.2pp | 75.3%-23.0pp | 67.7%-15.4pp |
| Annual return | 45.84% | 17.05%+28.8pp | 116.50%-70.7pp | 35.65%+10.2pp |
| Employer contribution / active EE | $1,462 | $2,396-39.0% | $3,167-53.8% | $2,756-46.9% |
| Participant deferral / active EE | $4,911 | $3,986+23.2% | $5,010-2.0% | $4,299+14.2% |
| Admin fee / account holder | $960 | $8,443-88.6% | $11,028-91.3% | $6,940-86.2% |