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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 | $38,910 | $65,122-40.3% | $135,792-71.3% | $64,097-39.3% |
| Participation rate | 37.6% | 47.1%-9.5pp | 72.6%-35.0pp | 55.2%-17.6pp |
| Annual return | 17.51% | 14.53%+3.0pp | 25.96%-8.4pp | 34.64%-17.1pp |
| Employer contribution / active EE | $700 | $1,280-45.3% | $3,496-80.0% | $1,891-63.0% |
| Participant deferral / active EE | $1,421 | $2,219-35.9% | $4,759-70.1% | $3,080-53.8% |
| Admin fee / account holder | $7,188 | $3,120+130.4% | $12,266-41.4% | $3,454+108.1% |