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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 | $39,109 | $81,334-51.9% | $113,397-65.5% | $64,097-39.0% |
| Participation rate | 48.2% | 65.6%-17.4pp | 76.5%-28.3pp | 55.2%-7.0pp |
| Annual return | 68.96% | 32.50%+36.5pp | 23.20%+45.8pp | 34.64%+34.3pp |
| Employer contribution / active EE | $1,475 | $2,077-29.0% | $2,977-50.5% | $1,891-22.0% |
| Participant deferral / active EE | $2,962 | $3,795-22.0% | $5,076-41.7% | $3,080-3.8% |
| Admin fee / account holder | $2,822 | $4,208-32.9% | $11,957-76.4% | $3,454-18.3% |