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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 | $36,712 | $86,940-57.8% | $102,434-64.2% | $80,935-54.6% |
| Participation rate | 23.6% | 72.4%-48.8pp | 76.5%-52.9pp | 67.7%-44.1pp |
| Annual return | 16.72% | 18.89%-2.2pp | 29.46%-12.7pp | 35.66%-18.9pp |
| Employer contribution / active EE | $780 | $2,370-67.1% | $3,023-74.2% | $2,757-71.7% |
| Participant deferral / active EE | $2,199 | $4,121-46.6% | $5,055-56.5% | $4,299-48.9% |
| Admin fee / account holder | $3,587 | $8,047-55.4% | $9,462-62.1% | $6,924-48.2% |