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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 | $81,476-45.7% | $102,383-56.8% | $80,925-45.3% |
| Participation rate | 25.7% | 66.8%-41.1pp | 74.5%-48.8pp | 67.7%-41.9pp |
| Annual return | 33.67% | 25.59%+8.1pp | 24.94%+8.7pp | 35.65%-2.0pp |
| Employer contribution / active EE | $1,165 | $3,105-62.5% | $3,870-69.9% | $2,756-57.7% |
| Participant deferral / active EE | $2,807 | $3,871-27.5% | $5,060-44.5% | $4,299-34.7% |
| Admin fee / account holder | $5,867 | $6,717-12.7% | $8,391-30.1% | $6,940-15.5% |