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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 | $46,344 | $58,493-20.8% | $84,021-44.8% | $72,975-36.5% |
| Participation rate | 51.9% | 61.2%-9.4pp | 69.0%-17.2pp | 69.5%-17.6pp |
| Annual return | 41.92% | 28.93%+13.0pp | 71.32%-29.4pp | 81.01%-39.1pp |
| Employer contribution / active EE | $652 | $1,163-44.0% | $1,984-67.2% | $2,440-73.3% |
| Participant deferral / active EE | $1,168 | $2,394-51.2% | $3,239-63.9% | $3,608-67.6% |
| Admin fee / account holder | $1,072 | $4,569-76.5% | $6,102-82.4% | $5,124-79.1% |