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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 | $45,849 | $43,749+4.8% | $158,223-71.0% | $65,306-29.8% |
| Participation rate | 27.4% | 56.9%-29.5pp | 79.2%-51.8pp | 57.7%-30.3pp |
| Annual return | 17.29% | 19.41%-2.1pp | 52.09%-34.8pp | 21.94%-4.6pp |
| Employer contribution / active EE | $391 | $1,497-73.9% | $4,109-90.5% | $1,967-80.1% |
| Participant deferral / active EE | $935 | $2,019-53.7% | $5,467-82.9% | $2,959-68.4% |
| Admin fee / account holder | $4,185 | $1,930+116.8% | $16,047-73.9% | $3,480+20.2% |