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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 | $40,920 | $93,064-56.0% | $74,577-45.1% | $273,972-85.1% |
| Participation rate | 45.0% | 74.9%-29.9pp | 68.1%-23.1pp | 83.0%-38.0pp |
| Annual return | 4.97% | 26.18%-21.2pp | 20.47%-15.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,998 | $3,160-36.8% | $2,525-20.9% | $4,869-59.0% |
| Participant deferral / active EE | $3,488 | $4,160-16.2% | $3,458+0.9% | $5,287-34.0% |
| Admin fee / account holder | $7,858 | $5,273+49.0% | $4,138+89.9% | $10,133-22.5% |