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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 | $27,308 | $57,590-52.6% | $86,233-68.3% | $82,448-66.9% |
| Participation rate | 44.1% | 57.9%-13.8pp | 69.0%-24.9pp | 68.1%-24.0pp |
| Annual return | 16.92% | 22.41%-5.5pp | 61.39%-44.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $307 | $1,655-81.5% | $2,504-87.8% | $2,551-88.0% |
| Participant deferral / active EE | $2,464 | $3,080-20.0% | $4,559-46.0% | $4,139-40.5% |
| Admin fee / account holder | $5,971 | $4,730+26.2% | $8,342-28.4% | $7,234-17.5% |