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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 | $33,489 | $94,439-64.5% | $73,658-54.5% | $154,746-78.4% |
| Participation rate | 11.8% | 64.7%-52.9pp | 57.0%-45.3pp | 80.7%-68.9pp |
| Annual return | 17.54% | 28.25%-10.7pp | 29.72%-12.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $445 | $1,257-64.6% | $1,032-56.9% | $4,379-89.8% |
| Participant deferral / active EE | $1,348 | $2,527-46.7% | $2,062-34.6% | $6,730-80.0% |
| Admin fee / account holder | $5,052 | $3,843+31.5% | $3,357+50.5% | $14,365-64.8% |