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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 | $43,830 | $86,938-49.6% | $102,423-57.2% | $80,925-45.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 23.31% | 18.89%+4.4pp | 29.42%-6.1pp | 35.65%-12.3pp |
| Employer contribution / active EE | $1,246 | $2,369-47.4% | $3,023-58.8% | $2,756-54.8% |
| Participant deferral / active EE | $2,423 | $4,120-41.2% | $5,054-52.1% | $4,299-43.6% |
| Admin fee / account holder | $14,006 | $8,053+73.9% | $9,455+48.1% | $6,940+101.8% |