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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 | $27,709 | $90,400-69.3% | $186,193-85.1% | $87,485-68.3% |
| Participation rate | 37.7% | 66.2%-28.5pp | 77.1%-39.4pp | 68.9%-31.2pp |
| Annual return | 23.36% | 22.15%+1.2pp | 78.03%-54.7pp | 26.06%-2.7pp |
| Employer contribution / active EE | $1,285 | $2,170-40.8% | $3,918-67.2% | $2,596-50.5% |
| Participant deferral / active EE | $2,044 | $4,330-52.8% | $6,513-68.6% | $4,274-52.2% |
| Admin fee / account holder | $2,306 | $8,673-73.4% | $11,058-79.1% | $7,775-70.3% |