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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 | $49,484 | $41,150+20.3% | $80,627-38.6% | $71,511-30.8% |
| Participation rate | 39.9% | 50.3%-10.4pp | 67.0%-27.1pp | 67.9%-28.0pp |
| Annual return | 18.24% | 38.48%-20.2pp | 936.76%-918.5pp | 28.86%-10.6pp |
| Employer contribution / active EE | $628 | $1,515-58.5% | $2,723-76.9% | $2,589-75.7% |
| Participant deferral / active EE | $2,336 | $2,701-13.5% | $4,443-47.4% | $4,291-45.5% |
| Admin fee / account holder | $2,502 | $1,841+35.9% | $5,381-53.5% | $1,588+57.5% |