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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 | $41,645 | $86,940-52.1% | $102,434-59.3% | $80,935-48.5% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.7pp | 67.7%-15.8pp |
| Annual return | 24.03% | 18.89%+5.1pp | 29.46%-5.4pp | 35.66%-11.6pp |
| Employer contribution / active EE | $1,611 | $2,370-32.0% | $3,023-46.7% | $2,757-41.6% |
| Participant deferral / active EE | $3,253 | $4,121-21.1% | $5,055-35.6% | $4,299-24.3% |
| Admin fee / account holder | $4,967 | $8,047-38.3% | $9,462-47.5% | $6,924-28.3% |