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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 | $44,230 | $81,446-45.7% | $103,374-57.2% | $80,874-45.3% |
| Participation rate | 25.7% | 66.9%-41.1pp | 74.5%-48.8pp | 67.6%-41.9pp |
| Annual return | 33.67% | 25.57%+8.1pp | 24.89%+8.8pp | 35.62%-1.9pp |
| Employer contribution / active EE | $1,165 | $3,107-62.5% | $3,869-69.9% | $2,756-57.7% |
| Participant deferral / active EE | $2,807 | $3,870-27.5% | $5,058-44.5% | $4,297-34.7% |
| Admin fee / account holder | $5,867 | $6,715-12.6% | $8,394-30.1% | $6,935-15.4% |