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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 | $49,648 | $27,800+78.6% | $58,561-15.2% | $71,511-30.6% |
| Participation rate | 25.9% | 34.6%-8.7pp | 50.9%-25.0pp | 67.9%-42.0pp |
| Annual return | 18.37% | 26.80%-8.4pp | 4251.33%-4233.0pp | 28.86%-10.5pp |
| Employer contribution / active EE | $591 | $632-6.4% | $1,053-43.9% | $2,589-77.2% |
| Participant deferral / active EE | $1,154 | $1,208-4.5% | $1,923-40.0% | $4,291-73.1% |
| Admin fee / account holder | $1,403 | $1,637-14.3% | $2,520-44.3% | $1,588-11.7% |