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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 | $27,046 | $46,688-42.1% | $189,758-85.7% | $69,733-61.2% |
| Participation rate | 37.6% | 61.7%-24.1pp | 79.8%-42.2pp | 62.5%-24.9pp |
| Annual return | 16.56% | 14.35%+2.2pp | 52.62%-36.1pp | 15.22%+1.3pp |
| Employer contribution / active EE | $491 | $1,695-71.0% | $4,767-89.7% | $2,250-78.2% |
| Participant deferral / active EE | $1,205 | $2,143-43.8% | $5,856-79.4% | $3,054-60.5% |
| Admin fee / account holder | $802 | $1,700-52.8% | $20,388-96.1% | $3,102-74.1% |