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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 | $25,792 | $51,222-49.6% | $70,544-63.4% | $75,173-65.7% |
| Participation rate | 47.8% | 61.0%-13.2pp | 68.4%-20.6pp | 67.2%-19.4pp |
| Annual return | 15.40% | 30.06%-14.7pp | 32.79%-17.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $667 | $1,827-63.5% | $2,976-77.6% | $2,671-75.0% |
| Participant deferral / active EE | $2,015 | $2,850-29.3% | $4,568-55.9% | $4,126-51.2% |
| Admin fee / account holder | $4,685 | $4,096+14.4% | $6,427-27.1% | $5,651-17.1% |