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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 | $26,664 | $49,025-45.6% | $87,502-69.5% | $62,881-57.6% |
| Participation rate | 43.3% | 64.9%-21.6pp | 73.8%-30.6pp | 69.3%-26.0pp |
| Annual return | 5.77% | 10.02%-4.3pp | 12.21%-6.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $408 | $1,372-70.2% | $2,550-84.0% | $2,281-82.1% |
| Participant deferral / active EE | $1,465 | $2,289-36.0% | $3,149-53.5% | $3,203-54.3% |
| Admin fee / account holder | $5,289 | $4,065+30.1% | $4,221+25.3% | $4,296+23.1% |