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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 | $54,016 | $45,343+19.1% | $150,298-64.1% | $67,986-20.5% |
| Participation rate | 45.0% | 51.9%-6.8pp | 77.8%-32.7pp | 57.2%-12.2pp |
| Annual return | 16.32% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $637 | $1,462-56.4% | $4,154-84.7% | $2,019-68.4% |
| Participant deferral / active EE | $1,419 | $2,055-31.0% | $5,453-74.0% | $3,358-57.8% |
| Admin fee / account holder | $9,837 | $2,250+337.2% | $14,116-30.3% | $3,203+207.1% |