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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 | $39,392 | $68,607-42.6% | $147,027-73.2% | $64,340-38.8% |
| Participation rate | 31.9% | 50.4%-18.6pp | 73.7%-41.9pp | 55.2%-23.4pp |
| Annual return | 14.08% | 13.75%+0.3pp | 20.23%-6.2pp | 24.14%-10.1pp |
| Employer contribution / active EE | $637 | $1,554-59.0% | $3,626-82.4% | $1,862-65.8% |
| Participant deferral / active EE | $1,118 | $2,402-53.4% | $4,933-77.3% | $2,980-62.5% |
| Admin fee / account holder | $3,359 | $3,287+2.2% | $12,223-72.5% | $3,703-9.3% |