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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 | $35,270 | $48,118-26.7% | $136,833-74.2% | $94,015-62.5% |
| Participation rate | 14.6% | 47.4%-32.7pp | 59.0%-44.4pp | 70.8%-56.2pp |
| Annual return | 17.04% | 14.65%+2.4pp | 35.32%-18.3pp | 17.84%-0.8pp |
| Employer contribution / active EE | $76 | $821-90.8% | $1,319-94.3% | $2,790-97.3% |
| Participant deferral / active EE | $1,077 | $1,651-34.8% | $2,441-55.9% | $4,249-74.7% |
| Admin fee / account holder | $2,144 | $3,059-29.9% | $4,706-54.4% | $8,951-76.1% |