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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 | $46,688+11.4% | $189,758-72.6% | $69,733-25.4% |
| Participation rate | 44.4% | 61.7%-17.3pp | 79.8%-35.4pp | 62.5%-18.1pp |
| Annual return | 13.94% | 14.35%-0.4pp | 52.62%-38.7pp | 15.22%-1.3pp |
| Employer contribution / active EE | $895 | $1,695-47.2% | $4,767-81.2% | $2,250-60.2% |
| Participant deferral / active EE | $1,684 | $2,143-21.4% | $5,856-71.2% | $3,054-44.9% |
| Admin fee / account holder | $3,800 | $1,700+123.5% | $20,388-81.4% | $3,102+22.5% |