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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 | $43,125 | $57,590-25.1% | $86,233-50.0% | $82,448-47.7% |
| Participation rate | 25.5% | 57.9%-32.4pp | 69.0%-43.5pp | 68.1%-42.6pp |
| Annual return | 17.36% | 22.41%-5.1pp | 61.39%-44.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,008 | $1,655-39.1% | $2,504-59.7% | $2,551-60.5% |
| Participant deferral / active EE | $2,083 | $3,080-32.4% | $4,559-54.3% | $4,139-49.7% |
| Admin fee / account holder | $5,649 | $4,730+19.4% | $8,342-32.3% | $7,234-21.9% |