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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 | $45,100 | $94,436-52.2% | $115,599-61.0% | $82,637-45.4% |
| Participation rate | 52.4% | 70.4%-18.0pp | 74.3%-21.9pp | 68.1%-15.7pp |
| Annual return | 23.28% | 18.37%+4.9pp | 111.10%-87.8pp | 53.51%-30.2pp |
| Employer contribution / active EE | $729 | $2,324-68.6% | $2,955-75.3% | $2,552-71.4% |
| Participant deferral / active EE | $1,967 | $3,955-50.3% | $4,889-59.8% | $4,126-52.3% |
| Admin fee / account holder | $13,035 | $10,328+26.2% | $12,841+1.5% | $7,339+77.6% |