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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 | $109,620-55.0% | $148,496-66.8% | $94,015-47.5% |
| Participation rate | 42.6% | 71.3%-28.6pp | 76.0%-33.4pp | 70.8%-28.2pp |
| Annual return | 22.46% | 17.54%+4.9pp | 12.33%+10.1pp | 17.84%+4.6pp |
| Employer contribution / active EE | $1,141 | $2,618-56.4% | $3,497-67.4% | $2,790-59.1% |
| Participant deferral / active EE | $1,900 | $3,831-50.4% | $4,808-60.5% | $4,249-55.3% |
| Admin fee / account holder | $2,163 | $10,050-78.5% | $19,547-88.9% | $8,951-75.8% |