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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 | $43,749-30.9% | $158,223-80.9% | $65,306-53.7% |
| Participation rate | 42.2% | 56.9%-14.7pp | 79.2%-37.0pp | 57.7%-15.5pp |
| Annual return | 24.08% | 19.41%+4.7pp | 52.09%-28.0pp | 21.94%+2.1pp |
| Employer contribution / active EE | $699 | $1,497-53.3% | $4,109-83.0% | $1,967-64.5% |
| Participant deferral / active EE | $1,414 | $2,019-30.0% | $5,467-74.1% | $2,959-52.2% |
| Admin fee / account holder | $4,178 | $1,930+116.5% | $16,047-74.0% | $3,480+20.1% |