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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 | $44,748 | $57,541-22.2% | $95,728-53.3% | $75,181-40.5% |
| Participation rate | 55.9% | 62.5%-6.6pp | 72.3%-16.4pp | 67.2%-11.3pp |
| Annual return | 14.24% | 34.93%-20.7pp | 28.40%-14.2pp | 160.69%-146.4pp |
| Employer contribution / active EE | $1,157 | $1,808-36.0% | $2,835-59.2% | $2,671-56.7% |
| Participant deferral / active EE | $2,878 | $3,074-6.4% | $4,245-32.2% | $4,126-30.2% |
| Admin fee / account holder | $4,790 | $4,099+16.9% | $5,673-15.6% | $5,650-15.2% |