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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 | $49,915 | $109,782-54.5% | $260,467-80.8% | $94,015-46.9% |
| Participation rate | 41.7% | 67.2%-25.5pp | 80.5%-38.8pp | 70.8%-29.2pp |
| Annual return | 19.41% | 18.60%+0.8pp | 100.60%-81.2pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,686 | $2,147-21.5% | $4,239-60.2% | $2,790-39.6% |
| Participant deferral / active EE | $2,275 | $4,044-43.7% | $6,319-64.0% | $4,249-46.5% |
| Admin fee / account holder | $8,255 | $11,958-31.0% | $15,461-46.6% | $8,951-7.8% |