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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 | $39,368 | $108,825-63.8% | $156,181-74.8% | $82,448-52.3% |
| Participation rate | 56.5% | 72.4%-15.9pp | 78.8%-22.4pp | 68.1%-11.6pp |
| Annual return | 31.67% | 20.59%+11.1pp | 64.87%-33.2pp | 41.64%-10.0pp |
| Employer contribution / active EE | $1,866 | $2,870-35.0% | $4,294-56.5% | $2,551-26.8% |
| Participant deferral / active EE | $4,359 | $4,577-4.8% | $6,132-28.9% | $4,139+5.3% |
| Admin fee / account holder | $4,003 | $9,341-57.1% | $14,586-72.6% | $7,234-44.7% |