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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 | $46,989 | $69,977-32.9% | $108,582-56.7% | $62,881-25.3% |
| Participation rate | 52.7% | 72.9%-20.2pp | 79.6%-26.8pp | 69.3%-16.6pp |
| Annual return | 15.91% | 10.73%+5.2pp | -51.70%+67.6pp | 20.14%-4.2pp |
| Employer contribution / active EE | $1,640 | $2,135-23.2% | $3,758-56.4% | $2,281-28.1% |
| Participant deferral / active EE | $2,820 | $3,165-10.9% | $4,311-34.6% | $3,203-12.0% |
| Admin fee / account holder | $2,870 | $5,076-43.5% | $7,645-62.5% | $4,296-33.2% |