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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 | $37,547 | $90,400-58.5% | $186,193-79.8% | $87,485-57.1% |
| Participation rate | 29.9% | 66.2%-36.3pp | 77.1%-47.3pp | 68.9%-39.1pp |
| Annual return | 25.81% | 22.15%+3.7pp | 78.03%-52.2pp | 26.06%-0.3pp |
| Employer contribution / active EE | $933 | $2,170-57.0% | $3,918-76.2% | $2,596-64.1% |
| Participant deferral / active EE | $3,466 | $4,330-19.9% | $6,513-46.8% | $4,274-18.9% |
| Admin fee / account holder | $301 | $8,673-96.5% | $11,058-97.3% | $7,775-96.1% |