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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 | $97,648-49.5% | $121,663-59.5% | $87,485-43.6% |
| Participation rate | 42.6% | 70.5%-27.8pp | 74.5%-31.9pp | 68.9%-26.3pp |
| Annual return | 22.46% | 18.03%+4.4pp | 147.54%-125.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,141 | $2,300-50.4% | $3,020-62.2% | $2,596-56.0% |
| Participant deferral / active EE | $1,900 | $3,923-51.6% | $4,887-61.1% | $4,274-55.5% |
| Admin fee / account holder | $2,163 | $11,100-80.5% | $14,289-84.9% | $7,775-72.2% |