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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 | $37,231 | $99,633-62.6% | $183,328-79.7% | $82,448-54.8% |
| Participation rate | 28.6% | 70.8%-42.2pp | 77.3%-48.8pp | 68.1%-39.5pp |
| Annual return | 22.29% | 17.84%+4.5pp | 29.67%-7.4pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,166 | $3,256-64.2% | $5,055-76.9% | $2,551-54.3% |
| Participant deferral / active EE | $1,998 | $4,938-59.5% | $6,795-70.6% | $4,139-51.7% |
| Admin fee / account holder | $3,217 | $9,934-67.6% | $21,427-85.0% | $7,234-55.5% |