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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 | $39,092 | $67,602-42.2% | $82,312-52.5% | $70,126-44.3% |
| Participation rate | 32.9% | 72.8%-39.9pp | 76.9%-44.0pp | 69.5%-36.6pp |
| Annual return | 24.84% | 21.57%+3.3pp | 25.88%-1.0pp | 73.15%-48.3pp |
| Employer contribution / active EE | $420 | $1,755-76.1% | $2,428-82.7% | $2,343-82.1% |
| Participant deferral / active EE | $1,369 | $2,987-54.2% | $3,706-63.1% | $3,332-58.9% |
| Admin fee / account holder | $2,599 | $4,512-42.4% | $5,608-53.7% | $4,645-44.1% |