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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 | $52,027 | $43,496+19.6% | $161,489-67.8% | $64,340-19.1% |
| Participation rate | 44.4% | 53.5%-9.2pp | 78.7%-34.3pp | 55.2%-10.9pp |
| Annual return | 13.94% | 20.76%-6.8pp | 89.72%-75.8pp | 24.14%-10.2pp |
| Employer contribution / active EE | $895 | $1,431-37.4% | $4,268-79.0% | $1,862-51.9% |
| Participant deferral / active EE | $1,684 | $1,996-15.6% | $5,630-70.1% | $2,980-43.5% |
| Admin fee / account holder | $3,800 | $2,330+63.1% | $16,006-76.3% | $3,703+2.6% |