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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 | $55,171 | $45,343+21.7% | $150,298-63.3% | $67,986-18.8% |
| Participation rate | 45.5% | 51.9%-6.3pp | 77.8%-32.2pp | 57.2%-11.7pp |
| Annual return | 12.30% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,398 | $1,462-4.3% | $4,154-66.3% | $2,019-30.7% |
| Participant deferral / active EE | $3,085 | $2,055+50.1% | $5,453-43.4% | $3,358-8.1% |
| Admin fee / account holder | $6,726 | $2,250+199.0% | $14,116-52.3% | $3,203+110.0% |