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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 | $45,405 | $77,816-41.7% | $123,552-63.2% | $64,173-29.2% |
| Participation rate | 42.4% | 74.7%-32.3pp | 82.3%-39.9pp | 69.6%-27.1pp |
| Annual return | 17.84% | 12.49%+5.4pp | 119.20%-101.4pp | 7.63%+10.2pp |
| Employer contribution / active EE | $2,182 | $3,014-27.6% | $4,628-52.8% | $2,381-8.3% |
| Participant deferral / active EE | $4,660 | $5,240-11.1% | $6,426-27.5% | $3,470+34.3% |
| Admin fee / account holder | $1,931 | $5,519-65.0% | $9,285-79.2% | $4,887-60.5% |