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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 | $41,453 | $58,851-29.6% | $115,167-64.0% | $72,976-43.2% |
| Participation rate | 50.0% | 65.5%-15.5pp | 75.9%-25.9pp | 69.5%-19.5pp |
| Annual return | 17.37% | 23.16%-5.8pp | 35.60%-18.2pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,311 | $1,798-27.1% | $3,179-58.8% | $2,440-46.3% |
| Participant deferral / active EE | $1,776 | $2,643-32.8% | $4,169-57.4% | $3,608-50.8% |
| Admin fee / account holder | $358 | $6,370-94.4% | $7,089-94.9% | $5,124-93.0% |