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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 | $15,334 | $52,682-70.9% | $78,004-80.3% | $64,097-76.1% |
| Participation rate | 31.3% | 47.7%-16.4pp | 69.4%-38.1pp | 55.2%-23.9pp |
| Annual return | 23.25% | 22.45%+0.8pp | 31.07%-7.8pp | 34.64%-11.4pp |
| Employer contribution / active EE | $960 | $1,323-27.4% | $2,469-61.1% | $1,891-49.2% |
| Participant deferral / active EE | $1,509 | $2,346-35.7% | $4,092-63.1% | $3,080-51.0% |
| Admin fee / account holder | $926 | $5,420-82.9% | $7,578-87.8% | $3,454-73.2% |