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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 | $28,382 | $43,749-35.1% | $158,223-82.1% | $65,306-56.5% |
| Participation rate | 14.6% | 56.9%-42.3pp | 79.2%-64.6pp | 57.7%-43.0pp |
| Annual return | 22.38% | 19.41%+3.0pp | 52.09%-29.7pp | 21.94%+0.4pp |
| Employer contribution / active EE | $319 | $1,497-78.7% | $4,109-92.2% | $1,967-83.8% |
| Participant deferral / active EE | $756 | $2,019-62.5% | $5,467-86.2% | $2,959-74.4% |
| Admin fee / account holder | $5,504 | $1,930+185.2% | $16,047-65.7% | $3,480+58.2% |