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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 | $30,661 | $45,343-32.4% | $150,298-79.6% | $67,986-54.9% |
| Participation rate | 38.3% | 51.9%-13.6pp | 77.8%-39.5pp | 57.2%-18.9pp |
| Annual return | 14.46% | 33.28%-18.8pp | 62.79%-48.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $746 | $1,462-49.0% | $4,154-82.1% | $2,019-63.1% |
| Participant deferral / active EE | $1,919 | $2,055-6.6% | $5,453-64.8% | $3,358-42.9% |
| Admin fee / account holder | $3,215 | $2,250+42.9% | $14,116-77.2% | $3,203+0.4% |