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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 | $63,456-56.5% | $100,712-72.6% | $64,097-56.9% |
| Participation rate | 49.1% | 49.7%-0.6pp | 69.3%-20.2pp | 55.2%-6.1pp |
| Annual return | 21.72% | 19.65%+2.1pp | 33.27%-11.6pp | 34.64%-12.9pp |
| Employer contribution / active EE | $472 | $1,003-52.9% | $2,313-79.6% | $1,891-75.0% |
| Participant deferral / active EE | $1,658 | $2,463-32.7% | $4,085-59.4% | $3,080-46.2% |
| Admin fee / account holder | $2,258 | $4,808-53.0% | $9,256-75.6% | $3,454-34.6% |