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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 | $49,316 | $94,031-47.6% | $115,768-57.4% | $82,448-40.2% |
| Participation rate | 42.6% | 70.4%-27.8pp | 74.4%-31.8pp | 68.1%-25.4pp |
| Annual return | 22.46% | 20.61%+1.8pp | 100.46%-78.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,141 | $2,323-50.9% | $2,940-61.2% | $2,551-55.3% |
| Participant deferral / active EE | $1,900 | $3,972-52.2% | $4,917-61.4% | $4,139-54.1% |
| Admin fee / account holder | $2,163 | $10,249-78.9% | $12,439-82.6% | $7,234-70.1% |