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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 | $50,357 | $68,586-26.6% | $120,380-58.2% | $80,911-37.8% |
| Participation rate | 44.8% | 61.6%-16.8pp | 71.9%-27.1pp | 67.6%-22.8pp |
| Annual return | 12.30% | 23.62%-11.3pp | 107.28%-95.0pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,760 | $2,053-14.3% | $3,465-49.2% | $2,756-36.1% |
| Participant deferral / active EE | $4,248 | $3,174+33.8% | $4,992-14.9% | $4,297-1.1% |
| Admin fee / account holder | $3,742 | $5,733-34.7% | $9,421-60.3% | $6,935-46.0% |