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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 | $25,591 | $59,839-57.2% | $81,988-68.8% | $79,858-68.0% |
| Participation rate | 51.4% | 61.6%-10.3pp | 69.3%-17.9pp | 69.6%-18.3pp |
| Annual return | 30.41% | 17.56%+12.9pp | 41.31%-10.9pp | 31.72%-1.3pp |
| Employer contribution / active EE | $818 | $1,713-52.3% | $2,498-67.3% | $2,471-66.9% |
| Participant deferral / active EE | $2,760 | $2,695+2.4% | $3,722-25.9% | $3,740-26.2% |
| Admin fee / account holder | $5,224 | $4,287+21.8% | $5,665-7.8% | $5,306-1.5% |