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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 | $45,654 | $38,967+17.2% | $86,233-47.1% | $79,634-42.7% |
| Participation rate | 15.2% | 34.1%-18.9pp | 69.0%-53.8pp | 62.5%-47.3pp |
| Annual return | 20.13% | 49.90%-29.8pp | 61.39%-41.3pp | 36.46%-16.3pp |
| Employer contribution / active EE | $552 | $868-36.4% | $2,504-77.9% | $2,529-78.2% |
| Participant deferral / active EE | $1,309 | $1,663-21.2% | $4,559-71.3% | $3,835-65.9% |
| Admin fee / account holder | $3,729 | $2,660+40.2% | $8,342-55.3% | $1,002+272.2% |