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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 | $43,391 | $47,848-9.3% | $81,473-46.7% | $70,126-38.1% |
| Participation rate | 52.6% | 58.3%-5.6pp | 68.0%-15.3pp | 69.5%-16.9pp |
| Annual return | 13.18% | 27.25%-14.1pp | 38.78%-25.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $502 | $1,527-67.1% | $2,568-80.5% | $2,343-78.6% |
| Participant deferral / active EE | $2,116 | $2,453-13.7% | $3,537-40.2% | $3,332-36.5% |
| Admin fee / account holder | $2,974 | $3,145-5.4% | $4,561-34.8% | $4,645-36.0% |