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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 | $48,640 | $72,486-32.9% | $87,103-44.2% | $72,976-33.3% |
| Participation rate | 39.0% | 72.8%-33.8pp | 76.9%-37.9pp | 69.5%-30.5pp |
| Annual return | 33.81% | 24.46%+9.3pp | 28.19%+5.6pp | 81.02%-47.2pp |
| Employer contribution / active EE | $1,003 | $1,894-47.1% | $2,521-60.2% | $2,440-58.9% |
| Participant deferral / active EE | $2,688 | $3,270-17.8% | $4,049-33.6% | $3,608-25.5% |
| Admin fee / account holder | $1,453 | $5,055-71.2% | $7,491-80.6% | $5,124-71.6% |