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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 | $37,412 | $46,877-20.2% | $122,354-69.4% | $70,126-46.7% |
| Participation rate | 47.3% | 58.2%-10.9pp | 71.6%-24.3pp | 69.5%-22.2pp |
| Annual return | 16.99% | 24.22%-7.2pp | 30.28%-13.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,350 | $1,288+4.8% | $4,051-66.7% | $2,343-42.4% |
| Participant deferral / active EE | $1,645 | $2,167-24.1% | $3,287-50.0% | $3,332-50.6% |
| Admin fee / account holder | $1,438 | $3,324-56.7% | $5,479-73.8% | $4,645-69.0% |