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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 | $16,591 | $36,140-54.1% | $73,658-77.5% | $64,340-74.2% |
| Participation rate | 20.8% | 31.0%-10.2pp | 57.0%-36.2pp | 55.2%-34.4pp |
| Annual return | 24.88% | 21.48%+3.4pp | 29.72%-4.8pp | 24.14%+0.7pp |
| Employer contribution / active EE | $384 | $443-13.3% | $1,032-62.8% | $1,862-79.4% |
| Participant deferral / active EE | $1,132 | $1,023+10.7% | $2,062-45.1% | $2,980-62.0% |
| Admin fee / account holder | $4,441 | $2,513+76.7% | $3,357+32.3% | $3,703+19.9% |