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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 | $47,329 | $90,170-47.5% | $150,734-68.6% | $69,733-32.1% |
| Participation rate | 53.5% | 60.2%-6.7pp | 78.4%-24.9pp | 62.5%-8.9pp |
| Annual return | 18.19% | 16.56%+1.6pp | 600.81%-582.6pp | 15.22%+3.0pp |
| Employer contribution / active EE | $1,136 | $3,428-66.9% | $4,918-76.9% | $2,250-49.5% |
| Participant deferral / active EE | $2,025 | $3,086-34.4% | $5,610-63.9% | $3,054-33.7% |
| Admin fee / account holder | $3,184 | $4,600-30.8% | $14,905-78.6% | $3,102+2.6% |