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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 | $41,016-26.3% | $152,093-80.1% | $64,097-52.8% |
| Participation rate | 42.2% | 51.3%-9.1pp | 77.8%-35.6pp | 55.2%-13.0pp |
| Annual return | 24.08% | 39.60%-15.5pp | 66.36%-42.3pp | 34.64%-10.6pp |
| Employer contribution / active EE | $699 | $1,342-47.9% | $4,175-83.3% | $1,891-63.0% |
| Participant deferral / active EE | $1,414 | $1,927-26.7% | $5,451-74.1% | $3,080-54.1% |
| Admin fee / account holder | $4,178 | $2,305+81.2% | $14,497-71.2% | $3,454+20.9% |