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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 | $53,385 | $47,848+11.6% | $81,473-34.5% | $70,126-23.9% |
| Participation rate | 41.1% | 58.3%-17.2pp | 68.0%-26.9pp | 69.5%-28.5pp |
| Annual return | 18.02% | 27.25%-9.2pp | 38.78%-20.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,055 | $1,527-30.9% | $2,568-58.9% | $2,343-55.0% |
| Participant deferral / active EE | $1,964 | $2,453-19.9% | $3,537-44.5% | $3,332-41.1% |
| Admin fee / account holder | $4,947 | $3,145+57.3% | $4,561+8.5% | $4,645+6.5% |