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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 | $44,905 | $62,672-28.3% | $185,117-75.7% | $70,126-36.0% |
| Participation rate | 48.1% | 63.8%-15.6pp | 77.3%-29.1pp | 69.5%-21.4pp |
| Annual return | 18.04% | 40.79%-22.7pp | 40.50%-22.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,344 | $1,753-23.4% | $4,182-67.9% | $2,343-42.6% |
| Participant deferral / active EE | $3,177 | $3,272-2.9% | $5,045-37.0% | $3,332-4.7% |
| Admin fee / account holder | $6,288 | $3,932+59.9% | $8,159-22.9% | $4,645+35.4% |