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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 | $42,499 | $81,777-48.0% | $148,496-71.4% | $69,733-39.1% |
| Participation rate | 26.2% | 70.9%-44.7pp | 76.0%-49.9pp | 62.5%-36.3pp |
| Annual return | 22.16% | 14.38%+7.8pp | 12.33%+9.8pp | 15.22%+6.9pp |
| Employer contribution / active EE | $1,580 | $2,488-36.5% | $3,497-54.8% | $2,250-29.8% |
| Participant deferral / active EE | $3,192 | $3,367-5.2% | $4,808-33.6% | $3,054+4.5% |
| Admin fee / account holder | $5,040 | $2,991+68.5% | $19,547-74.2% | $3,102+62.5% |