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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 | $25,211 | $69,273-63.6% | $90,796-72.2% | $82,637-69.5% |
| Participation rate | 46.4% | 64.0%-17.6pp | 69.5%-23.1pp | 68.1%-21.6pp |
| Annual return | 20.78% | 18.37%+2.4pp | 19.29%+1.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $847 | $1,865-54.6% | $2,294-63.1% | $2,552-66.8% |
| Participant deferral / active EE | $2,920 | $3,047-4.2% | $3,822-23.6% | $4,126-29.2% |
| Admin fee / account holder | $581 | $5,511-89.5% | $7,024-91.7% | $7,339-92.1% |