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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 | $24,809 | $36,140-31.4% | $73,658-66.3% | $64,340-61.4% |
| Participation rate | 28.3% | 31.0%-2.7pp | 57.0%-28.7pp | 55.2%-26.9pp |
| Annual return | 22.04% | 21.48%+0.6pp | 29.72%-7.7pp | 24.14%-2.1pp |
| Employer contribution / active EE | $796 | $443+79.5% | $1,032-22.9% | $1,862-57.3% |
| Participant deferral / active EE | $1,121 | $1,023+9.6% | $2,062-45.6% | $2,980-62.4% |
| Admin fee / account holder | $807 | $2,513-67.9% | $3,357-75.9% | $3,703-78.2% |