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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 | $18,792 | $60,442-68.9% | $96,754-80.6% | $87,485-78.5% |
| Participation rate | 38.2% | 58.7%-20.5pp | 70.3%-32.1pp | 68.9%-30.7pp |
| Annual return | 25.02% | 21.97%+3.0pp | 82.04%-57.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $622 | $1,691-63.2% | $2,679-76.8% | $2,596-76.0% |
| Participant deferral / active EE | $1,213 | $3,280-63.0% | $4,758-74.5% | $4,274-71.6% |
| Admin fee / account holder | $1,530 | $5,069-69.8% | $8,905-82.8% | $7,775-80.3% |