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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 | $37,253 | $65,246-42.9% | $98,716-62.3% | $67,986-45.2% |
| Participation rate | 21.6% | 51.4%-29.8pp | 69.3%-47.7pp | 57.2%-35.6pp |
| Annual return | 15.83% | 20.58%-4.7pp | 31.81%-16.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $642 | $1,042-38.4% | $2,279-71.8% | $2,019-68.2% |
| Participant deferral / active EE | $1,240 | $2,594-52.2% | $4,048-69.4% | $3,358-63.1% |
| Admin fee / account holder | $11,560 | $4,561+153.5% | $8,703+32.8% | $3,203+260.9% |