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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 | $50,329 | $67,602-25.6% | $82,312-38.9% | $70,126-28.2% |
| Participation rate | 42.5% | 72.8%-30.3pp | 76.9%-34.4pp | 69.5%-27.0pp |
| Annual return | 35.26% | 21.57%+13.7pp | 25.88%+9.4pp | 73.15%-37.9pp |
| Employer contribution / active EE | $1,079 | $1,755-38.5% | $2,428-55.6% | $2,343-54.0% |
| Participant deferral / active EE | $3,110 | $2,987+4.1% | $3,706-16.1% | $3,332-6.7% |
| Admin fee / account holder | $3,394 | $4,512-24.8% | $5,608-39.5% | $4,645-26.9% |