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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 | $76,834-63.0% | $108,359-73.8% | $87,485-67.5% |
| Participation rate | 54.8% | 61.7%-7.0pp | 70.1%-15.4pp | 68.9%-14.2pp |
| Annual return | 26.66% | 19.09%+7.6pp | 36.89%-10.2pp | 26.06%+0.6pp |
| Employer contribution / active EE | $825 | $1,556-47.0% | $2,399-65.6% | $2,596-68.2% |
| Participant deferral / active EE | $2,658 | $3,100-14.3% | $4,137-35.8% | $4,274-37.8% |
| Admin fee / account holder | $5,408 | $6,537-17.3% | $9,741-44.5% | $7,775-30.4% |