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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 | $30,494 | $57,140-46.6% | $85,240-64.2% | $80,959-62.3% |
| Participation rate | 19.2% | 56.4%-37.2pp | 67.5%-48.3pp | 67.7%-48.4pp |
| Annual return | 13.26% | 21.71%-8.5pp | 66.75%-53.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $394 | $1,802-78.1% | $2,735-85.6% | $2,757-85.7% |
| Participant deferral / active EE | $830 | $3,115-73.4% | $4,527-81.7% | $4,300-80.7% |
| Admin fee / account holder | $4,791 | $4,992-4.0% | $6,165-22.3% | $6,925-30.8% |