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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 | $43,496+6.3% | $161,489-71.4% | $64,340-28.2% |
| Participation rate | 38.2% | 53.5%-15.4pp | 78.7%-40.5pp | 55.2%-17.1pp |
| Annual return | 19.06% | 20.76%-1.7pp | 89.72%-70.7pp | 24.14%-5.1pp |
| Employer contribution / active EE | $1,051 | $1,431-26.5% | $4,268-75.4% | $1,862-43.5% |
| Participant deferral / active EE | $1,561 | $1,996-21.8% | $5,630-72.3% | $2,980-47.6% |
| Admin fee / account holder | $1,274 | $2,330-45.3% | $16,006-92.0% | $3,703-65.6% |