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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 | $41,776 | $57,541-27.4% | $95,759-56.4% | $75,177-44.4% |
| Participation rate | 51.3% | 62.5%-11.2pp | 72.3%-20.9pp | 67.2%-15.9pp |
| Annual return | 19.94% | 34.93%-15.0pp | 28.42%-8.5pp | 160.75%-140.8pp |
| Employer contribution / active EE | $1,552 | $1,808-14.2% | $2,836-45.3% | $2,671-41.9% |
| Participant deferral / active EE | $2,107 | $3,074-31.4% | $4,244-50.3% | $4,126-48.9% |
| Admin fee / account holder | $710 | $4,099-82.7% | $5,678-87.5% | $5,651-87.4% |