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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 | $47,449 | $62,672-24.3% | $185,117-74.4% | $70,126-32.3% |
| Participation rate | 51.4% | 63.8%-12.4pp | 77.3%-25.9pp | 69.5%-18.2pp |
| Annual return | 18.03% | 40.79%-22.8pp | 40.50%-22.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,412 | $1,753-19.5% | $4,182-66.2% | $2,343-39.7% |
| Participant deferral / active EE | $2,723 | $3,272-16.8% | $5,045-46.0% | $3,332-18.3% |
| Admin fee / account holder | $3,713 | $3,932-5.6% | $8,159-54.5% | $4,645-20.1% |