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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 | $28,066 | $54,541-48.5% | $78,778-64.4% | $70,126-60.0% |
| Participation rate | 61.0% | 60.8%+0.2pp | 69.2%-8.2pp | 69.5%-8.6pp |
| Annual return | 16.45% | 21.07%-4.6pp | 35.62%-19.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $503 | $1,089-53.8% | $1,986-74.7% | $2,343-78.5% |
| Participant deferral / active EE | $1,936 | $2,210-12.4% | $2,958-34.6% | $3,332-41.9% |
| Admin fee / account holder | $4,031 | $3,709+8.7% | $5,134-21.5% | $4,645-13.2% |