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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 | $35,768 | $41,824-14.5% | $136,833-73.9% | $69,733-48.7% |
| Participation rate | 26.5% | 29.3%-2.8pp | 59.0%-32.5pp | 62.5%-35.9pp |
| Annual return | 17.76% | 13.53%+4.2pp | 35.32%-17.6pp | 15.22%+2.5pp |
| Employer contribution / active EE | $131 | $494-73.5% | $1,319-90.1% | $2,250-94.2% |
| Participant deferral / active EE | $1,640 | $1,105+48.5% | $2,441-32.8% | $3,054-46.3% |
| Admin fee / account holder | $1,314 | $2,895-54.6% | $4,706-72.1% | $3,102-57.6% |