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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 | $44,446 | $46,688-4.8% | $189,758-76.6% | $69,733-36.3% |
| Participation rate | 40.9% | 61.7%-20.8pp | 79.8%-38.9pp | 62.5%-21.5pp |
| Annual return | 19.24% | 14.35%+4.9pp | 52.62%-33.4pp | 15.22%+4.0pp |
| Employer contribution / active EE | $1,143 | $1,695-32.5% | $4,767-76.0% | $2,250-49.2% |
| Participant deferral / active EE | $2,078 | $2,143-3.0% | $5,856-64.5% | $3,054-32.0% |
| Admin fee / account holder | $708 | $1,700-58.4% | $20,388-96.5% | $3,102-77.2% |