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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 | $39,314 | $61,356-35.9% | $149,696-73.7% | $71,511-45.0% |
| Participation rate | 54.5% | 62.5%-8.0pp | 78.8%-24.2pp | 67.9%-13.4pp |
| Annual return | 22.36% | 35.86%-13.5pp | 134.46%-112.1pp | 28.86%-6.5pp |
| Employer contribution / active EE | $1,621 | $2,382-31.9% | $4,821-66.4% | $2,589-37.4% |
| Participant deferral / active EE | $3,627 | $2,920+24.2% | $5,682-36.2% | $4,291-15.5% |
| Admin fee / account holder | $4,027 | $1,263+218.8% | $13,212-69.5% | $1,588+153.5% |