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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 | $45,343+1.1% | $150,298-69.5% | $67,986-32.6% |
| Participation rate | 27.4% | 51.9%-24.5pp | 77.8%-50.4pp | 57.2%-29.8pp |
| Annual return | 17.29% | 33.28%-16.0pp | 62.79%-45.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $391 | $1,462-73.2% | $4,154-90.6% | $2,019-80.6% |
| Participant deferral / active EE | $935 | $2,055-54.5% | $5,453-82.9% | $3,358-72.2% |
| Admin fee / account holder | $4,185 | $2,250+86.0% | $14,116-70.4% | $3,203+30.6% |