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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 | $51,883 | $45,126+15.0% | $85,187-39.1% | $74,459-30.3% |
| Participation rate | 48.0% | 49.4%-1.4pp | 67.5%-19.5pp | 67.2%-19.2pp |
| Annual return | 13.24% | 26.30%-13.1pp | 66.67%-53.4pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,312 | $1,460-10.2% | $2,732-52.0% | $2,626-50.1% |
| Participant deferral / active EE | $3,320 | $2,738+21.2% | $4,525-26.6% | $4,350-23.7% |
| Admin fee / account holder | $586 | $2,212-73.5% | $6,162-90.5% | $1,945-69.9% |