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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 | $42,222 | $51,166-17.5% | $70,544-40.1% | $71,511-41.0% |
| Participation rate | 55.5% | 59.4%-3.9pp | 68.4%-12.9pp | 67.9%-12.5pp |
| Annual return | 20.25% | 42.71%-22.5pp | 32.79%-12.5pp | 28.86%-8.6pp |
| Employer contribution / active EE | $976 | $1,793-45.6% | $2,976-67.2% | $2,589-62.3% |
| Participant deferral / active EE | $2,414 | $3,031-20.4% | $4,568-47.2% | $4,291-43.7% |
| Admin fee / account holder | $3,458 | $2,000+72.9% | $6,427-46.2% | $1,588+117.7% |