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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 | $30,736 | $51,096-39.8% | $100,712-69.5% | $71,012-56.7% |
| Participation rate | 33.3% | 47.0%-13.6pp | 69.3%-35.9pp | 58.6%-25.2pp |
| Annual return | 19.15% | 16.42%+2.7pp | 33.27%-14.1pp | 37.67%-18.5pp |
| Employer contribution / active EE | $675 | $1,127-40.1% | $2,313-70.8% | $2,348-71.2% |
| Participant deferral / active EE | $1,377 | $1,937-28.9% | $4,085-66.3% | $3,246-57.6% |
| Admin fee / account holder | $3,759 | $2,179+72.5% | $9,256-59.4% | $1,167+222.0% |