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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 | $30,602 | $67,776-54.8% | $90,312-66.1% | $65,306-53.1% |
| Participation rate | 41.1% | 58.1%-17.0pp | 72.9%-31.8pp | 57.7%-16.5pp |
| Annual return | 16.90% | 16.62%+0.3pp | 18.90%-2.0pp | 21.94%-5.0pp |
| Employer contribution / active EE | $834 | $2,195-62.0% | $2,243-62.8% | $1,967-57.6% |
| Participant deferral / active EE | $1,595 | $2,641-39.6% | $3,749-57.4% | $2,959-46.1% |
| Admin fee / account holder | $4,250 | $3,322+27.9% | $8,248-48.5% | $3,480+22.1% |