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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 | $41,016+34.5% | $152,093-63.7% | $64,097-13.9% |
| Participation rate | 45.5% | 51.3%-5.8pp | 77.8%-32.2pp | 55.2%-9.7pp |
| Annual return | 12.30% | 39.60%-27.3pp | 66.36%-54.1pp | 34.64%-22.3pp |
| Employer contribution / active EE | $1,398 | $1,342+4.2% | $4,175-66.5% | $1,891-26.1% |
| Participant deferral / active EE | $3,085 | $1,927+60.0% | $5,451-43.4% | $3,080+0.2% |
| Admin fee / account holder | $6,726 | $2,305+191.8% | $14,497-53.6% | $3,454+94.7% |