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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 | $37,411 | $46,596-19.7% | $64,085-41.6% | $75,173-50.2% |
| Participation rate | 51.9% | 65.9%-14.0pp | 72.3%-20.4pp | 67.2%-15.3pp |
| Annual return | 18.04% | 26.04%-8.0pp | 33.69%-15.7pp | 160.65%-142.6pp |
| Employer contribution / active EE | $491 | $1,975-75.1% | $2,747-82.1% | $2,670-81.6% |
| Participant deferral / active EE | $3,174 | $2,839+11.8% | $3,881-18.2% | $4,126-23.1% |
| Admin fee / account holder | $4,071 | $2,954+37.8% | $3,069+32.6% | $5,651-28.0% |