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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 | $41,997 | $78,428-46.5% | $95,960-56.2% | $79,852-47.4% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 21.56% | 19.37%+2.2pp | 91.63%-70.1pp | 31.72%-10.2pp |
| Employer contribution / active EE | $1,429 | $1,945-26.6% | $2,541-43.8% | $2,471-42.2% |
| Participant deferral / active EE | $2,487 | $3,440-27.7% | $4,167-40.3% | $3,740-33.5% |
| Admin fee / account holder | $3,963 | $5,622-29.5% | $6,797-41.7% | $5,306-25.3% |