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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 | $45,515 | $67,602-32.7% | $82,312-44.7% | $70,126-35.1% |
| Participation rate | 43.2% | 72.8%-29.6pp | 76.9%-33.7pp | 69.5%-26.4pp |
| Annual return | 22.26% | 21.57%+0.7pp | 25.88%-3.6pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,012 | $1,755-42.3% | $2,428-58.3% | $2,343-56.8% |
| Participant deferral / active EE | $2,433 | $2,987-18.5% | $3,706-34.4% | $3,332-27.0% |
| Admin fee / account holder | $1,058 | $4,512-76.6% | $5,608-81.1% | $4,645-77.2% |