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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 | $22,046 | $59,335-62.8% | $129,031-82.9% | $69,733-68.4% |
| Participation rate | 38.5% | 43.3%-4.8pp | 73.4%-34.9pp | 62.5%-24.0pp |
| Annual return | 22.15% | 19.52%+2.6pp | 34.67%-12.5pp | 15.22%+6.9pp |
| Employer contribution / active EE | $247 | $1,639-84.9% | $3,226-92.3% | $2,250-89.0% |
| Participant deferral / active EE | $1,674 | $2,485-32.7% | $5,217-67.9% | $3,054-45.2% |
| Admin fee / account holder | $1,595 | $3,940-59.5% | $13,208-87.9% | $3,102-48.6% |