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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 | $46,527 | $39,162+18.8% | $100,671-53.8% | $59,633-22.0% |
| Participation rate | 22.0% | 55.9%-33.9pp | 70.7%-48.8pp | 68.7%-46.7pp |
| Annual return | 3.52% | 21.07%-17.6pp | 20.43%-16.9pp | 2041.40%-2037.9pp |
| Employer contribution / active EE | $268 | $1,151-76.7% | $4,012-93.3% | $2,203-87.9% |
| Participant deferral / active EE | $786 | $1,992-60.6% | $3,144-75.0% | $3,192-75.4% |
| Admin fee / account holder | $4,641 | $2,969+56.3% | $4,850-4.3% | $4,297+8.0% |