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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 | $42,407 | $75,541-43.9% | $152,093-72.1% | $82,637-48.7% |
| Participation rate | 55.2% | 66.5%-11.4pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 55.63% | 32.56%+23.1pp | 66.36%-10.7pp | 53.51%+2.1pp |
| Employer contribution / active EE | $1,235 | $2,622-52.9% | $4,175-70.4% | $2,552-51.6% |
| Participant deferral / active EE | $1,683 | $3,206-47.5% | $5,451-69.1% | $4,126-59.2% |
| Admin fee / account holder | $8,172 | $6,405+27.6% | $14,497-43.6% | $7,339+11.4% |