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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 | $51,048 | $76,696-33.4% | $96,538-47.1% | $71,529-28.6% |
| Participation rate | 43.6% | 66.6%-22.9pp | 74.3%-30.7pp | 67.9%-24.3pp |
| Annual return | 21.86% | 48.32%-26.5pp | 35.74%-13.9pp | 28.97%-7.1pp |
| Employer contribution / active EE | $1,352 | $3,032-55.4% | $3,740-63.8% | $2,590-47.8% |
| Participant deferral / active EE | $2,697 | $3,770-28.5% | $4,880-44.7% | $4,291-37.1% |
| Admin fee / account holder | $4,470 | $2,030+120.2% | $6,737-33.6% | $1,588+181.4% |