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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 | $47,189 | $72,272-34.7% | $101,264-53.4% | $79,858-40.9% |
| Participation rate | 30.2% | 68.5%-38.3pp | 75.8%-45.6pp | 69.6%-39.5pp |
| Annual return | 25.93% | 22.30%+3.6pp | 46.48%-20.5pp | 31.72%-5.8pp |
| Employer contribution / active EE | $878 | $2,692-67.4% | $3,660-76.0% | $2,471-64.5% |
| Participant deferral / active EE | $1,848 | $3,282-43.7% | $4,370-57.7% | $3,740-50.6% |
| Admin fee / account holder | $5,399 | $4,401+22.7% | $5,947-9.2% | $5,306+1.8% |