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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 | $27,624 | $65,246-57.7% | $98,716-72.0% | $67,986-59.4% |
| Participation rate | 49.1% | 51.4%-2.3pp | 69.3%-20.2pp | 57.2%-8.1pp |
| Annual return | 21.72% | 20.58%+1.1pp | 31.81%-10.1pp | 31.67%-9.9pp |
| Employer contribution / active EE | $472 | $1,042-54.7% | $2,279-79.3% | $2,019-76.6% |
| Participant deferral / active EE | $1,658 | $2,594-36.1% | $4,048-59.0% | $3,358-50.6% |
| Admin fee / account holder | $2,258 | $4,561-50.5% | $8,703-74.1% | $3,203-29.5% |