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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 | $40,450 | $67,595-40.2% | $186,193-78.3% | $64,340-37.1% |
| Participation rate | 45.8% | 51.9%-6.2pp | 77.1%-31.3pp | 55.2%-9.5pp |
| Annual return | 20.20% | 17.46%+2.7pp | 78.03%-57.8pp | 24.14%-3.9pp |
| Employer contribution / active EE | $1,558 | $1,513+3.0% | $3,918-60.2% | $1,862-16.3% |
| Participant deferral / active EE | $2,651 | $3,023-12.3% | $6,513-59.3% | $2,980-11.1% |
| Admin fee / account holder | $4,382 | $5,311-17.5% | $11,058-60.4% | $3,703+18.4% |