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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 | $52,539 | $45,343+15.9% | $150,298-65.0% | $67,986-22.7% |
| Participation rate | 17.3% | 51.9%-34.6pp | 77.8%-60.5pp | 57.2%-39.9pp |
| Annual return | 12.80% | 33.28%-20.5pp | 62.79%-50.0pp | 31.67%-18.9pp |
| Employer contribution / active EE | $453 | $1,462-69.0% | $4,154-89.1% | $2,019-77.6% |
| Participant deferral / active EE | $884 | $2,055-57.0% | $5,453-83.8% | $3,358-73.7% |
| Admin fee / account holder | $3,231 | $2,250+43.6% | $14,116-77.1% | $3,203+0.9% |