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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 | $42,316 | $51,222-17.4% | $70,544-40.0% | $75,173-43.7% |
| Participation rate | 39.1% | 61.0%-21.8pp | 68.4%-29.2pp | 67.2%-28.1pp |
| Annual return | 19.24% | 30.06%-10.8pp | 32.79%-13.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,420 | $1,827-22.3% | $2,976-52.3% | $2,671-46.8% |
| Participant deferral / active EE | $2,529 | $2,850-11.3% | $4,568-44.6% | $4,126-38.7% |
| Admin fee / account holder | $2,780 | $4,096-32.1% | $6,427-56.8% | $5,651-50.8% |