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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 | $45,343+12.1% | $150,298-66.2% | $67,986-25.2% |
| Participation rate | 31.6% | 51.9%-20.3pp | 77.8%-46.2pp | 57.2%-25.6pp |
| Annual return | 22.06% | 33.28%-11.2pp | 62.79%-40.7pp | 31.67%-9.6pp |
| Employer contribution / active EE | $3,077 | $1,462+110.5% | $4,154-25.9% | $2,019+52.4% |
| Participant deferral / active EE | $1,027 | $2,055-50.0% | $5,453-81.2% | $3,358-69.4% |
| Admin fee / account holder | $1,891 | $2,250-15.9% | $14,116-86.6% | $3,203-41.0% |