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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 | $42,482 | $24,891+70.7% | $69,623-39.0% | $74,459-42.9% |
| Participation rate | 57.3% | 63.4%-6.2pp | 66.4%-9.2pp | 67.2%-10.0pp |
| Annual return | 14.11% | 18.53%-4.4pp | 101.23%-87.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $819 | $1,005-18.5% | $1,709-52.1% | $2,626-68.8% |
| Participant deferral / active EE | $4,847 | $1,908+154.0% | $2,890+67.7% | $4,350+11.4% |
| Admin fee / account holder | $1,814 | $1,904-4.8% | $4,696-61.4% | $1,945-6.7% |