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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 | $54,210 | $54,541-0.6% | $78,778-31.2% | $70,126-22.7% |
| Participation rate | 48.3% | 60.8%-12.5pp | 69.2%-20.9pp | 69.5%-21.2pp |
| Annual return | 18.81% | 21.07%-2.3pp | 35.62%-16.8pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,444 | $1,089+32.7% | $1,986-27.3% | $2,343-38.4% |
| Participant deferral / active EE | $4,100 | $2,210+85.5% | $2,958+38.6% | $3,332+23.1% |
| Admin fee / account holder | $1,869 | $3,709-49.6% | $5,134-63.6% | $4,645-59.8% |