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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 | $39,512 | $110,137-64.1% | $161,149-75.5% | $82,637-52.2% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 29.73% | 20.69%+9.0pp | 21.16%+8.6pp | 53.51%-23.8pp |
| Employer contribution / active EE | $1,157 | $2,856-59.5% | $4,360-73.5% | $2,552-54.6% |
| Participant deferral / active EE | $2,644 | $4,575-42.2% | $6,153-57.0% | $4,126-35.9% |
| Admin fee / account holder | $2,368 | $9,467-75.0% | $15,194-84.4% | $7,339-67.7% |