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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 | $29,237 | $51,202-42.9% | $70,548-58.6% | $75,181-61.1% |
| Participation rate | 59.6% | 61.0%-1.3pp | 68.3%-8.7pp | 67.2%-7.6pp |
| Annual return | 15.45% | 30.05%-14.6pp | 32.78%-17.3pp | 160.69%-145.2pp |
| Employer contribution / active EE | $704 | $1,827-61.5% | $2,975-76.3% | $2,671-73.6% |
| Participant deferral / active EE | $1,844 | $2,850-35.3% | $4,567-59.6% | $4,126-55.3% |
| Admin fee / account holder | $4,797 | $4,094+17.2% | $6,424-25.3% | $5,650-15.1% |