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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 | $51,115 | $147,556-65.4% | $129,031-60.4% | $198,609-74.3% |
| Participation rate | 44.4% | 77.2%-32.8pp | 73.4%-28.9pp | 82.4%-37.9pp |
| Annual return | 39.62% | 37.41%+2.2pp | 34.67%+5.0pp | 202.70%-163.1pp |
| Employer contribution / active EE | $1,305 | $3,645-64.2% | $3,226-59.5% | $5,055-74.2% |
| Participant deferral / active EE | $2,396 | $5,760-58.4% | $5,217-54.1% | $6,977-65.7% |
| Admin fee / account holder | $924 | $15,467-94.0% | $13,208-93.0% | $19,030-95.1% |