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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 | $52,351 | $74,535-29.8% | $100,712-48.0% | $82,637-36.6% |
| Participation rate | 31.3% | 61.2%-29.9pp | 69.3%-38.0pp | 68.1%-36.8pp |
| Annual return | 21.72% | 18.92%+2.8pp | 33.27%-11.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $703 | $1,503-53.2% | $2,313-69.6% | $2,552-72.4% |
| Participant deferral / active EE | $4,631 | $3,074+50.7% | $4,085+13.4% | $4,126+12.2% |
| Admin fee / account holder | $1,180 | $6,576-82.1% | $9,256-87.3% | $7,339-83.9% |