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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 | $29,697 | $83,485-64.4% | $125,195-76.3% | $72,976-59.3% |
| Participation rate | 38.1% | 73.3%-35.2pp | 79.8%-41.6pp | 69.5%-31.3pp |
| Annual return | 26.82% | 25.77%+1.0pp | 43.79%-17.0pp | 81.02%-54.2pp |
| Employer contribution / active EE | $1,366 | $2,346-41.7% | $3,866-64.7% | $2,440-44.0% |
| Participant deferral / active EE | $2,449 | $3,586-31.7% | $4,937-50.4% | $3,608-32.1% |
| Admin fee / account holder | $317 | $5,518-94.2% | $9,704-96.7% | $5,124-93.8% |