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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 | $41,443 | $57,140-27.5% | $85,240-51.4% | $80,959-48.8% |
| Participation rate | 20.5% | 56.4%-35.9pp | 67.5%-47.0pp | 67.7%-47.2pp |
| Annual return | 25.76% | 21.71%+4.0pp | 66.75%-41.0pp | 35.67%-9.9pp |
| Employer contribution / active EE | $1,625 | $1,802-9.8% | $2,735-40.6% | $2,757-41.1% |
| Participant deferral / active EE | $2,913 | $3,115-6.5% | $4,527-35.7% | $4,300-32.3% |
| Admin fee / account holder | $1,186 | $4,992-76.2% | $6,165-80.8% | $6,925-82.9% |