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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 | $28,420 | $77,574-63.4% | $108,753-73.9% | $86,983-67.3% |
| Participation rate | 54.8% | 62.3%-7.5pp | 71.1%-16.3pp | 69.5%-14.8pp |
| Annual return | 26.66% | 18.42%+8.2pp | 37.47%-10.8pp | 25.83%+0.8pp |
| Employer contribution / active EE | $825 | $1,611-48.8% | $2,427-66.0% | $2,584-68.1% |
| Participant deferral / active EE | $2,658 | $3,128-15.0% | $4,115-35.4% | $4,194-36.6% |
| Admin fee / account holder | $5,408 | $6,529-17.2% | $10,320-47.6% | $7,856-31.2% |