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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 | $30,458 | $41,016-25.7% | $152,093-80.0% | $64,097-52.5% |
| Participation rate | 34.0% | 51.3%-17.4pp | 77.8%-43.8pp | 55.2%-21.2pp |
| Annual return | 15.40% | 39.60%-24.2pp | 66.36%-51.0pp | 34.64%-19.2pp |
| Employer contribution / active EE | $346 | $1,342-74.2% | $4,175-91.7% | $1,891-81.7% |
| Participant deferral / active EE | $1,180 | $1,927-38.8% | $5,451-78.3% | $3,080-61.7% |
| Admin fee / account holder | $1,707 | $2,305-25.9% | $14,497-88.2% | $3,454-50.6% |