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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 | $31,725 | $45,087-29.6% | $69,483-54.3% | $72,976-56.5% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.6%-16.9pp | 69.5%-11.8pp |
| Annual return | 22.96% | 22.67%+0.3pp | 28.99%-6.0pp | 81.02%-58.1pp |
| Employer contribution / active EE | $457 | $2,055-77.8% | $2,780-83.6% | $2,440-81.3% |
| Participant deferral / active EE | $2,609 | $2,603+0.2% | $3,537-26.2% | $3,608-27.7% |
| Admin fee / account holder | $320 | $3,057-89.5% | $3,841-91.7% | $5,124-93.8% |