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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 | $40,066 | $86,938-53.9% | $102,423-60.9% | $80,925-50.5% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 26.05% | 18.89%+7.2pp | 29.42%-3.4pp | 35.65%-9.6pp |
| Employer contribution / active EE | $1,852 | $2,369-21.8% | $3,023-38.7% | $2,756-32.8% |
| Participant deferral / active EE | $2,847 | $4,120-30.9% | $5,054-43.7% | $4,299-33.8% |
| Admin fee / account holder | $420 | $8,053-94.8% | $9,455-95.6% | $6,940-94.0% |