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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 | $57,073-27.4% | $85,126-51.3% | $80,925-48.8% |
| Participation rate | 20.5% | 56.4%-35.9pp | 67.5%-47.0pp | 67.7%-47.1pp |
| Annual return | 25.76% | 21.69%+4.1pp | 66.63%-40.9pp | 35.65%-9.9pp |
| Employer contribution / active EE | $1,625 | $1,801-9.7% | $2,731-40.5% | $2,756-41.0% |
| Participant deferral / active EE | $2,913 | $3,113-6.4% | $4,523-35.6% | $4,299-32.2% |
| Admin fee / account holder | $1,186 | $4,988-76.2% | $6,160-80.7% | $6,940-82.9% |