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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 | $101,778-59.6% | $164,975-75.1% | $80,925-49.1% |
| Participation rate | 27.4% | 71.8%-44.4pp | 78.6%-51.2pp | 67.7%-40.2pp |
| Annual return | 34.90% | 16.73%+18.2pp | 70.12%-35.2pp | 35.65%-0.7pp |
| Employer contribution / active EE | $1,002 | $2,954-66.1% | $4,343-76.9% | $2,756-63.7% |
| Participant deferral / active EE | $2,165 | $4,477-51.6% | $6,033-64.1% | $4,299-49.6% |
| Admin fee / account holder | $2,521 | $8,221-69.3% | $12,688-80.1% | $6,940-63.7% |