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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 | $32,585 | $45,087-27.7% | $69,483-53.1% | $72,976-55.3% |
| Participation rate | 56.4% | 68.5%-12.1pp | 74.6%-18.2pp | 69.5%-13.1pp |
| Annual return | 26.69% | 22.67%+4.0pp | 28.99%-2.3pp | 81.02%-54.3pp |
| Employer contribution / active EE | $793 | $2,055-61.4% | $2,780-71.5% | $2,440-67.5% |
| Participant deferral / active EE | $1,167 | $2,603-55.2% | $3,537-67.0% | $3,608-67.7% |
| Admin fee / account holder | $5,471 | $3,057+79.0% | $3,841+42.4% | $5,124+6.8% |