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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 | $35,511 | $45,312-21.6% | $86,233-58.8% | $67,986-47.8% |
| Participation rate | 36.5% | 42.4%-5.9pp | 69.0%-32.5pp | 57.2%-20.7pp |
| Annual return | 26.59% | 24.79%+1.8pp | 61.39%-34.8pp | 31.67%-5.1pp |
| Employer contribution / active EE | $789 | $1,160-32.0% | $2,504-68.5% | $2,019-60.9% |
| Participant deferral / active EE | $1,426 | $2,185-34.7% | $4,559-68.7% | $3,358-57.5% |
| Admin fee / account holder | $685 | $3,295-79.2% | $8,342-91.8% | $3,203-78.6% |