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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 | $41,332 | $79,955-48.3% | $98,461-58.0% | $75,173-45.0% |
| Participation rate | 44.6% | 70.4%-25.8pp | 75.2%-30.6pp | 67.2%-22.6pp |
| Annual return | 29.22% | 19.75%+9.5pp | 21.17%+8.0pp | 160.72%-131.5pp |
| Employer contribution / active EE | $1,005 | $2,264-55.6% | $3,049-67.0% | $2,671-62.4% |
| Participant deferral / active EE | $2,374 | $3,752-36.7% | $4,738-49.9% | $4,126-42.5% |
| Admin fee / account holder | $4,133 | $6,841-39.6% | $8,961-53.9% | $5,651-26.9% |