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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 | $47,170 | $76,551-38.4% | $123,894-61.9% | $62,881-25.0% |
| Participation rate | 46.2% | 73.0%-26.8pp | 81.4%-35.3pp | 69.3%-23.2pp |
| Annual return | 76.00% | 18.68%+57.3pp | 47.52%+28.5pp | 20.14%+55.9pp |
| Employer contribution / active EE | $1,693 | $2,882-41.3% | $4,617-63.3% | $2,281-25.8% |
| Participant deferral / active EE | $3,545 | $4,840-26.8% | $5,984-40.8% | $3,203+10.7% |
| Admin fee / account holder | $1,247 | $4,826-74.2% | $8,357-85.1% | $4,296-71.0% |