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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 | $26,229 | $45,312-42.1% | $86,233-69.6% | $67,986-61.4% |
| Participation rate | 48.2% | 42.4%+5.8pp | 69.0%-20.8pp | 57.2%-9.0pp |
| Annual return | 17.69% | 24.79%-7.1pp | 61.39%-43.7pp | 31.67%-14.0pp |
| Employer contribution / active EE | $764 | $1,160-34.1% | $2,504-69.5% | $2,019-62.2% |
| Participant deferral / active EE | $1,343 | $2,185-38.5% | $4,559-70.5% | $3,358-60.0% |
| Admin fee / account holder | $2,183 | $3,295-33.7% | $8,342-73.8% | $3,203-31.8% |