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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 | $29,678 | $54,297-45.3% | $97,032-69.4% | $65,306-54.6% |
| Participation rate | 7.1% | 42.3%-35.2pp | 71.6%-64.5pp | 57.7%-50.6pp |
| Annual return | 25.84% | 21.17%+4.7pp | 35.38%-9.5pp | 21.94%+3.9pp |
| Employer contribution / active EE | $291 | $1,365-78.7% | $2,629-88.9% | $1,967-85.2% |
| Participant deferral / active EE | $603 | $2,259-73.3% | $4,672-87.1% | $2,959-79.6% |
| Admin fee / account holder | $882 | $3,744-76.4% | $9,418-90.6% | $3,480-74.6% |