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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 | $29,042 | $47,848-39.3% | $81,473-64.4% | $70,126-58.6% |
| Participation rate | 55.2% | 58.3%-3.1pp | 68.0%-12.8pp | 69.5%-14.4pp |
| Annual return | 17.48% | 27.25%-9.8pp | 38.78%-21.3pp | 73.15%-55.7pp |
| Employer contribution / active EE | $310 | $1,527-79.7% | $2,568-87.9% | $2,343-86.8% |
| Participant deferral / active EE | $830 | $2,453-66.1% | $3,537-76.5% | $3,332-75.1% |
| Admin fee / account holder | $2,887 | $3,145-8.2% | $4,561-36.7% | $4,645-37.9% |