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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 | $50,827 | $43,496+16.9% | $161,489-68.5% | $64,340-21.0% |
| Participation rate | 31.6% | 53.5%-21.9pp | 78.7%-47.1pp | 55.2%-23.7pp |
| Annual return | 22.06% | 20.76%+1.3pp | 89.72%-67.7pp | 24.14%-2.1pp |
| Employer contribution / active EE | $3,077 | $1,431+115.1% | $4,268-27.9% | $1,862+65.3% |
| Participant deferral / active EE | $1,027 | $1,996-48.6% | $5,630-81.8% | $2,980-65.6% |
| Admin fee / account holder | $1,891 | $2,330-18.9% | $16,006-88.2% | $3,703-48.9% |