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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 | $43,922 | $56,894-22.8% | $84,753-48.2% | $62,881-30.2% |
| Participation rate | 41.1% | 68.5%-27.5pp | 76.6%-35.5pp | 69.3%-28.2pp |
| Annual return | 5.97% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,030 | $2,400-57.1% | $3,574-71.2% | $2,281-54.8% |
| Participant deferral / active EE | $2,092 | $2,709-22.8% | $3,712-43.7% | $3,203-34.7% |
| Admin fee / account holder | $2,475 | $3,581-30.9% | $5,333-53.6% | $4,296-42.4% |