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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 | $37,733 | $64,501-41.5% | $108,753-65.3% | $65,306-42.2% |
| Participation rate | 53.3% | 50.8%+2.5pp | 71.1%-17.8pp | 57.7%-4.4pp |
| Annual return | 14.73% | 21.09%-6.4pp | 37.47%-22.7pp | 21.94%-7.2pp |
| Employer contribution / active EE | $283 | $1,069-73.6% | $2,427-88.3% | $1,967-85.6% |
| Participant deferral / active EE | $1,991 | $2,401-17.1% | $4,115-51.6% | $2,959-32.7% |
| Admin fee / account holder | $1,719 | $4,971-65.4% | $10,320-83.3% | $3,480-50.6% |