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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 | $30,195 | $53,777-43.9% | $134,155-77.5% | $79,858-62.2% |
| Participation rate | 39.4% | 58.8%-19.4pp | 72.2%-32.8pp | 69.6%-30.2pp |
| Annual return | 24.57% | 19.01%+5.6pp | 36.34%-11.8pp | 31.72%-7.2pp |
| Employer contribution / active EE | $848 | $1,321-35.9% | $3,705-77.1% | $2,471-65.7% |
| Participant deferral / active EE | $1,788 | $2,420-26.1% | $3,500-48.9% | $3,740-52.2% |
| Admin fee / account holder | $925 | $3,984-76.8% | $6,685-86.2% | $5,306-82.6% |