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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 | $76,383-44.4% | $121,663-65.1% | $64,340-33.9% |
| Participation rate | 26.2% | 60.4%-34.2pp | 74.5%-48.3pp | 55.2%-29.1pp |
| Annual return | 22.16% | 16.98%+5.2pp | 147.54%-125.4pp | 24.14%-2.0pp |
| Employer contribution / active EE | $1,580 | $1,943-18.7% | $3,020-47.7% | $1,862-15.1% |
| Participant deferral / active EE | $3,192 | $3,149+1.4% | $4,887-34.7% | $2,980+7.1% |
| Admin fee / account holder | $5,040 | $4,142+21.7% | $14,289-64.7% | $3,703+36.1% |