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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 | $48,587 | $63,433-23.4% | $63,803-23.8% | $64,097-24.2% |
| Participation rate | 52.3% | 65.0%-12.8pp | 72.7%-20.4pp | 55.2%-2.9pp |
| Annual return | 18.34% | 20.74%-2.4pp | 543.72%-525.4pp | 34.64%-16.3pp |
| Employer contribution / active EE | $1,411 | $2,332-39.5% | $2,532-44.3% | $1,891-25.4% |
| Participant deferral / active EE | $3,442 | $3,119+10.4% | $3,843-10.4% | $3,080+11.8% |
| Admin fee / account holder | $7,121 | $1,489+378.1% | $5,196+37.0% | $3,454+106.1% |