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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 | $41,335 | $87,733-52.9% | $106,551-61.2% | $85,856-51.9% |
| Participation rate | 54.2% | 71.9%-17.8pp | 76.1%-22.0pp | 69.3%-15.2pp |
| Annual return | 12.95% | 21.86%-8.9pp | 26.80%-13.8pp | 318.58%-305.6pp |
| Employer contribution / active EE | $1,427 | $2,073-31.2% | $2,819-49.4% | $2,565-44.4% |
| Participant deferral / active EE | $2,756 | $3,469-20.6% | $4,398-37.3% | $3,952-30.3% |
| Admin fee / account holder | $2,510 | $6,767-62.9% | $7,408-66.1% | $6,261-59.9% |