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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 | $44,204 | $86,050-48.6% | $189,758-76.7% | $94,015-53.0% |
| Participation rate | 32.0% | 68.9%-36.9pp | 79.8%-47.8pp | 70.8%-38.8pp |
| Annual return | 20.06% | 17.77%+2.3pp | 52.62%-32.6pp | 17.84%+2.2pp |
| Employer contribution / active EE | $848 | $2,819-69.9% | $4,767-82.2% | $2,790-69.6% |
| Participant deferral / active EE | $2,772 | $3,349-17.2% | $5,856-52.7% | $4,249-34.8% |
| Admin fee / account holder | $1,583 | $6,627-76.1% | $20,388-92.2% | $8,951-82.3% |