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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 | $50,627 | $51,222-1.2% | $70,544-28.2% | $75,173-32.7% |
| Participation rate | 27.8% | 61.0%-33.1pp | 68.4%-40.5pp | 67.2%-39.4pp |
| Annual return | 14.41% | 30.06%-15.6pp | 32.79%-18.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $399 | $1,827-78.2% | $2,976-86.6% | $2,671-85.1% |
| Participant deferral / active EE | $2,365 | $2,850-17.0% | $4,568-48.2% | $4,126-42.7% |
| Admin fee / account holder | $1,752 | $4,096-57.2% | $6,427-72.7% | $5,651-69.0% |