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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 | $53,593 | $51,166+4.7% | $70,544-24.0% | $71,511-25.1% |
| Participation rate | 42.5% | 59.4%-16.9pp | 68.4%-25.9pp | 67.9%-25.4pp |
| Annual return | 17.25% | 42.71%-25.5pp | 32.79%-15.5pp | 28.86%-11.6pp |
| Employer contribution / active EE | $817 | $1,793-54.4% | $2,976-72.5% | $2,589-68.4% |
| Participant deferral / active EE | $1,990 | $3,031-34.3% | $4,568-56.4% | $4,291-53.6% |
| Admin fee / account holder | $4,750 | $2,000+137.5% | $6,427-26.1% | $1,588+199.0% |