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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 | $48,537 | $53,774-9.7% | $134,162-63.8% | $79,852-39.2% |
| Participation rate | 44.0% | 58.8%-14.8pp | 72.2%-28.2pp | 69.6%-25.6pp |
| Annual return | 22.02% | 19.01%+3.0pp | 36.35%-14.3pp | 31.72%-9.7pp |
| Employer contribution / active EE | $2,097 | $1,322+58.6% | $3,705-43.4% | $2,471-15.2% |
| Participant deferral / active EE | $2,664 | $2,420+10.1% | $3,500-23.9% | $3,740-28.8% |
| Admin fee / account holder | $1,340 | $3,985-66.4% | $6,685-80.0% | $5,306-74.7% |