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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 | $43,701 | $72,352-39.6% | $142,516-69.3% | $71,511-38.9% |
| Participation rate | 33.9% | 71.7%-37.8pp | 76.8%-42.9pp | 67.9%-34.1pp |
| Annual return | 18.81% | 21.17%-2.4pp | 19.99%-1.2pp | 28.86%-10.0pp |
| Employer contribution / active EE | $1,358 | $3,800-64.3% | $4,849-72.0% | $2,589-47.6% |
| Participant deferral / active EE | $2,521 | $5,288-52.3% | $6,280-59.9% | $4,291-41.2% |
| Admin fee / account holder | $2,881 | $1,438+100.3% | $10,008-71.2% | $1,588+81.3% |