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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 | $30,226 | $43,496-30.5% | $161,489-81.3% | $64,340-53.0% |
| Participation rate | 42.2% | 53.5%-11.3pp | 78.7%-36.5pp | 55.2%-13.0pp |
| Annual return | 24.08% | 20.76%+3.3pp | 89.72%-65.6pp | 24.14%-0.1pp |
| Employer contribution / active EE | $699 | $1,431-51.1% | $4,268-83.6% | $1,862-62.4% |
| Participant deferral / active EE | $1,414 | $1,996-29.2% | $5,630-74.9% | $2,980-52.6% |
| Admin fee / account holder | $4,178 | $2,330+79.3% | $16,006-73.9% | $3,703+12.8% |