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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 | $44,875 | $59,804-25.0% | $81,982-45.3% | $79,856-43.8% |
| Participation rate | 30.9% | 61.6%-30.7pp | 69.3%-38.3pp | 69.6%-38.7pp |
| Annual return | 22.13% | 17.56%+4.6pp | 41.31%-19.2pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,150 | $1,713-32.9% | $2,498-54.0% | $2,471-53.4% |
| Participant deferral / active EE | $1,828 | $2,695-32.2% | $3,722-50.9% | $3,741-51.1% |
| Admin fee / account holder | $5,153 | $4,288+20.2% | $5,665-9.0% | $5,306-2.9% |