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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 | $47,999 | $27,826+72.5% | $65,566-26.8% | $71,511-32.9% |
| Participation rate | 45.9% | 57.6%-11.7pp | 64.9%-19.0pp | 67.9%-22.1pp |
| Annual return | 15.59% | 41.56%-26.0pp | 47.40%-31.8pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,043 | $1,405-25.8% | $1,692-38.3% | $2,589-59.7% |
| Participant deferral / active EE | $1,958 | $1,861+5.2% | $2,832-30.9% | $4,291-54.4% |
| Admin fee / account holder | $1,161 | $3,850-69.8% | $4,114-71.8% | $1,588-26.9% |