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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 | $51,169-39.9% | $108,753-71.7% | $65,191-52.9% |
| Participation rate | 33.3% | 47.1%-13.8pp | 71.1%-37.8pp | 63.0%-29.7pp |
| Annual return | 19.15% | 15.72%+3.4pp | 37.47%-18.3pp | 51.24%-32.1pp |
| Employer contribution / active EE | $675 | $1,535-56.0% | $2,427-72.2% | $2,400-71.9% |
| Participant deferral / active EE | $1,377 | $1,765-22.0% | $4,115-66.5% | $2,671-48.5% |
| Admin fee / account holder | $3,759 | $1,722+118.2% | $10,320-63.6% | $907+314.4% |