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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 | $28,202 | $71,230-60.4% | $93,727-69.9% | $80,959-65.2% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.7%-12.5pp |
| Annual return | 15.28% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $553 | $1,565-64.7% | $2,421-77.2% | $2,757-80.0% |
| Participant deferral / active EE | $1,957 | $4,037-51.5% | $4,417-55.7% | $4,300-54.5% |
| Admin fee / account holder | $2,675 | $6,961-61.6% | $8,292-67.7% | $6,925-61.4% |