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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 | $46,226 | $45,343+1.9% | $150,298-69.2% | $67,986-32.0% |
| Participation rate | 38.2% | 51.9%-13.7pp | 77.8%-39.6pp | 57.2%-19.0pp |
| Annual return | 19.06% | 33.28%-14.2pp | 62.79%-43.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $1,051 | $1,462-28.1% | $4,154-74.7% | $2,019-47.9% |
| Participant deferral / active EE | $1,561 | $2,055-24.0% | $5,453-71.4% | $3,358-53.5% |
| Admin fee / account holder | $1,274 | $2,250-43.4% | $14,116-91.0% | $3,203-60.2% |