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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 | $59,483 | $77,574-23.3% | $108,753-45.3% | $86,983-31.6% |
| Participation rate | 23.7% | 62.3%-38.6pp | 71.1%-47.4pp | 69.5%-45.9pp |
| Annual return | 20.87% | 18.42%+2.5pp | 37.47%-16.6pp | 25.83%-5.0pp |
| Employer contribution / active EE | $344 | $1,611-78.7% | $2,427-85.8% | $2,584-86.7% |
| Participant deferral / active EE | $1,745 | $3,128-44.2% | $4,115-57.6% | $4,194-58.4% |
| Admin fee / account holder | $1,081 | $6,529-83.4% | $10,320-89.5% | $7,856-86.2% |