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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 | $41,995 | $106,524-60.6% | $152,301-72.4% | $87,485-52.0% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.4%-34.3pp | 68.9%-20.8pp |
| Annual return | 30.85% | 26.89%+4.0pp | 80.50%-49.6pp | 26.06%+4.8pp |
| Employer contribution / active EE | $1,343 | $3,371-60.2% | $4,624-71.0% | $2,596-48.3% |
| Participant deferral / active EE | $3,452 | $6,525-47.1% | $8,004-56.9% | $4,274-19.2% |
| Admin fee / account holder | $470 | $8,287-94.3% | $14,398-96.7% | $7,775-94.0% |