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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 | $41,160 | $101,798-59.6% | $165,071-75.1% | $80,935-49.1% |
| Participation rate | 27.4% | 71.8%-44.4pp | 78.6%-51.2pp | 67.7%-40.2pp |
| Annual return | 34.90% | 16.73%+18.2pp | 70.17%-35.3pp | 35.66%-0.8pp |
| Employer contribution / active EE | $1,002 | $2,954-66.1% | $4,347-77.0% | $2,757-63.7% |
| Participant deferral / active EE | $2,165 | $4,476-51.6% | $6,035-64.1% | $4,299-49.6% |
| Admin fee / account holder | $2,521 | $8,221-69.3% | $12,695-80.1% | $6,924-63.6% |