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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 | $73,787-61.5% | $98,716-71.2% | $82,448-65.5% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.3%-14.5pp | 68.1%-13.3pp |
| Annual return | 26.66% | 18.57%+8.1pp | 31.81%-5.1pp | 41.64%-15.0pp |
| Employer contribution / active EE | $825 | $1,511-45.4% | $2,279-63.8% | $2,551-67.6% |
| Participant deferral / active EE | $2,658 | $3,081-13.7% | $4,048-34.3% | $4,139-35.8% |
| Admin fee / account holder | $5,408 | $6,500-16.8% | $8,703-37.9% | $7,234-25.2% |