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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 | $40,673 | $67,602-39.8% | $82,312-50.6% | $70,126-42.0% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.9%-27.9pp | 69.5%-20.6pp |
| Annual return | 13.87% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,141 | $1,755-35.0% | $2,428-53.0% | $2,343-51.3% |
| Participant deferral / active EE | $2,394 | $2,987-19.9% | $3,706-35.4% | $3,332-28.2% |
| Admin fee / account holder | $2,767 | $4,512-38.7% | $5,608-50.7% | $4,645-40.4% |