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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 | $29,906 | $57,828-48.3% | $117,039-74.4% | $70,126-57.4% |
| Participation rate | 33.3% | 67.1%-33.8pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 20.28% | 17.55%+2.7pp | 18.95%+1.3pp | 73.15%-52.9pp |
| Employer contribution / active EE | $829 | $1,816-54.4% | $3,785-78.1% | $2,343-64.6% |
| Participant deferral / active EE | $1,868 | $2,438-23.4% | $3,929-52.5% | $3,332-43.9% |
| Admin fee / account holder | $2,550 | $3,548-28.1% | $5,974-57.3% | $4,645-45.1% |