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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 | $16,823 | $61,356-72.6% | $149,696-88.8% | $71,511-76.5% |
| Participation rate | 33.1% | 62.5%-29.4pp | 78.8%-45.7pp | 67.9%-34.8pp |
| Annual return | 30.99% | 35.86%-4.9pp | 134.46%-103.5pp | 28.86%+2.1pp |
| Employer contribution / active EE | $856 | $2,382-64.1% | $4,821-82.2% | $2,589-66.9% |
| Participant deferral / active EE | $1,816 | $2,920-37.8% | $5,682-68.0% | $4,291-57.7% |
| Admin fee / account holder | $1,151 | $1,263-8.9% | $13,212-91.3% | $1,588-27.6% |