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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 | $46,688-35.3% | $189,758-84.1% | $69,733-56.7% |
| Participation rate | 42.2% | 61.7%-19.5pp | 79.8%-37.6pp | 62.5%-20.2pp |
| Annual return | 24.08% | 14.35%+9.7pp | 52.62%-28.5pp | 15.22%+8.9pp |
| Employer contribution / active EE | $699 | $1,695-58.8% | $4,767-85.3% | $2,250-68.9% |
| Participant deferral / active EE | $1,414 | $2,143-34.0% | $5,856-75.9% | $3,054-53.7% |
| Admin fee / account holder | $4,178 | $1,700+145.7% | $20,388-79.5% | $3,102+34.7% |