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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 | $41,437 | $56,894-27.2% | $84,753-51.1% | $62,881-34.1% |
| Participation rate | 59.4% | 68.5%-9.2pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 8.94% | 6.30%+2.6pp | 22.78%-13.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,262 | $2,400-47.4% | $3,574-64.7% | $2,281-44.7% |
| Participant deferral / active EE | $2,778 | $2,709+2.5% | $3,712-25.2% | $3,203-13.3% |
| Admin fee / account holder | $508 | $3,581-85.8% | $5,333-90.5% | $4,296-88.2% |