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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 | $52,861 | $45,050+17.3% | $63,018-16.1% | $70,126-24.6% |
| Participation rate | 33.0% | 69.5%-36.5pp | 74.8%-41.8pp | 69.5%-36.6pp |
| Annual return | 25.82% | 18.76%+7.1pp | 87.62%-61.8pp | 73.15%-47.3pp |
| Employer contribution / active EE | $728 | $2,052-64.5% | $2,761-73.6% | $2,343-68.9% |
| Participant deferral / active EE | $1,836 | $2,466-25.5% | $3,330-44.9% | $3,332-44.9% |
| Admin fee / account holder | $2,151 | $2,834-24.1% | $3,601-40.2% | $4,645-53.7% |