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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 | $45,343+14.7% | $150,298-65.4% | $67,986-23.5% |
| Participation rate | 44.4% | 51.9%-7.5pp | 77.8%-33.4pp | 57.2%-12.8pp |
| Annual return | 13.94% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $895 | $1,462-38.8% | $4,154-78.5% | $2,019-55.7% |
| Participant deferral / active EE | $1,684 | $2,055-18.0% | $5,453-69.1% | $3,358-49.9% |
| Admin fee / account holder | $3,800 | $2,250+68.9% | $14,116-73.1% | $3,203+18.6% |