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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 | $20,098 | $60,442-66.7% | $96,754-79.2% | $87,485-77.0% |
| Participation rate | 36.1% | 58.7%-22.6pp | 70.3%-34.2pp | 68.9%-32.8pp |
| Annual return | 25.61% | 21.97%+3.6pp | 82.04%-56.4pp | 26.06%-0.5pp |
| Employer contribution / active EE | $1,373 | $1,691-18.8% | $2,679-48.8% | $2,596-47.1% |
| Participant deferral / active EE | $3,029 | $3,280-7.6% | $4,758-36.3% | $4,274-29.1% |
| Admin fee / account holder | $7,164 | $5,069+41.3% | $8,905-19.6% | $7,775-7.9% |