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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 | $17,932 | $72,027-75.1% | $185,835-90.4% | $79,852-77.5% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 26.72% | 23.13%+3.6pp | 35.96%-9.2pp | 31.72%-5.0pp |
| Employer contribution / active EE | $1,499 | $1,965-23.7% | $4,087-63.3% | $2,471-39.4% |
| Participant deferral / active EE | $3,079 | $3,780-18.5% | $5,633-45.3% | $3,740-17.7% |
| Admin fee / account holder | $328 | $4,513-92.7% | $9,502-96.5% | $5,306-93.8% |