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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 | $49,380 | $29,051+70.0% | $52,425-5.8% | $67,986-27.4% |
| Participation rate | 38.2% | 30.4%+7.7pp | 55.6%-17.4pp | 57.2%-19.0pp |
| Annual return | 18.22% | 24.00%-5.8pp | 302.12%-283.9pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,081 | $412+162.6% | $914+18.3% | $2,019-46.4% |
| Participant deferral / active EE | $1,693 | $873+93.9% | $1,790-5.4% | $3,358-49.6% |
| Admin fee / account holder | $2,044 | $2,113-3.2% | $2,495-18.1% | $3,203-36.2% |