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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 | $47,650 | $69,118-31.1% | $53,647-11.2% | $138,895-65.7% |
| Participation rate | 26.1% | 64.0%-37.9pp | 56.3%-30.2pp | 79.9%-53.8pp |
| Annual return | 14.70% | 248.26%-233.6pp | 358.33%-343.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $768 | $1,189-35.5% | $962-20.2% | $4,194-81.7% |
| Participant deferral / active EE | $1,727 | $2,274-24.0% | $1,813-4.7% | $6,396-73.0% |
| Admin fee / account holder | $4,020 | $2,724+47.6% | $2,460+63.4% | $12,562-68.0% |