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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 | $27,867 | $45,312-38.5% | $86,233-67.7% | $67,986-59.0% |
| Participation rate | 32.6% | 42.4%-9.8pp | 69.0%-36.4pp | 57.2%-24.6pp |
| Annual return | 28.26% | 24.79%+3.5pp | 61.39%-33.1pp | 31.67%-3.4pp |
| Employer contribution / active EE | $347 | $1,160-70.0% | $2,504-86.1% | $2,019-82.8% |
| Participant deferral / active EE | $2,084 | $2,185-4.6% | $4,559-54.3% | $3,358-37.9% |
| Admin fee / account holder | $5,792 | $3,295+75.8% | $8,342-30.6% | $3,203+80.8% |