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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 | $39,882 | $81,403-51.0% | $147,027-72.9% | $87,485-54.4% |
| Participation rate | 45.7% | 63.4%-17.7pp | 73.7%-28.0pp | 68.9%-23.2pp |
| Annual return | 19.27% | 16.51%+2.8pp | 20.23%-1.0pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,377 | $2,205-37.6% | $3,626-62.0% | $2,596-47.0% |
| Participant deferral / active EE | $2,392 | $3,315-27.9% | $4,933-51.5% | $4,274-44.0% |
| Admin fee / account holder | $1,325 | $6,755-80.4% | $12,223-89.2% | $7,775-83.0% |