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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 | $43,831 | $63,904-31.4% | $89,340-50.9% | $67,986-35.5% |
| Participation rate | 41.2% | 54.3%-13.2pp | 69.6%-28.4pp | 57.2%-16.0pp |
| Annual return | 21.45% | 18.09%+3.4pp | 20.57%+0.9pp | 31.67%-10.2pp |
| Employer contribution / active EE | $1,025 | $1,627-37.0% | $2,231-54.1% | $2,019-49.2% |
| Participant deferral / active EE | $2,003 | $2,691-25.6% | $3,823-47.6% | $3,358-40.3% |
| Admin fee / account holder | $14,550 | $3,315+339.0% | $6,704+117.1% | $3,203+354.2% |