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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 | $32,142 | $43,496-26.1% | $161,489-80.1% | $64,340-50.0% |
| Participation rate | 28.2% | 53.5%-25.4pp | 78.7%-50.5pp | 55.2%-27.1pp |
| Annual return | 23.48% | 20.76%+2.7pp | 89.72%-66.2pp | 24.14%-0.7pp |
| Employer contribution / active EE | $437 | $1,431-69.5% | $4,268-89.8% | $1,862-76.5% |
| Participant deferral / active EE | $1,243 | $1,996-37.7% | $5,630-77.9% | $2,980-58.3% |
| Admin fee / account holder | $3,426 | $2,330+47.0% | $16,006-78.6% | $3,703-7.5% |