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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 | $32,192 | $64,890-50.4% | $134,172-76.0% | $67,986-52.6% |
| Participation rate | 24.8% | 48.5%-23.8pp | 72.5%-47.7pp | 57.2%-32.4pp |
| Annual return | 27.50% | 16.12%+11.4pp | 25.30%+2.2pp | 31.67%-4.2pp |
| Employer contribution / active EE | $584 | $1,360-57.0% | $3,420-82.9% | $2,019-71.1% |
| Participant deferral / active EE | $1,433 | $2,289-37.4% | $4,690-69.4% | $3,358-57.3% |
| Admin fee / account holder | $2,274 | $3,140-27.6% | $12,016-81.1% | $3,203-29.0% |