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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 | $56,047-45.2% | $98,716-68.9% | $79,634-61.4% |
| Participation rate | 33.3% | 54.6%-21.3pp | 69.3%-36.0pp | 62.5%-29.2pp |
| Annual return | 19.15% | 17.58%+1.6pp | 31.81%-12.7pp | 36.46%-17.3pp |
| Employer contribution / active EE | $675 | $1,237-45.4% | $2,279-70.4% | $2,529-73.3% |
| Participant deferral / active EE | $1,377 | $2,469-44.2% | $4,048-66.0% | $3,835-64.1% |
| Admin fee / account holder | $3,759 | $1,512+148.6% | $8,703-56.8% | $1,002+275.1% |