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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 | $27,273 | $43,333-37.1% | $59,883-54.5% | $64,181-57.5% |
| Participation rate | 53.6% | 69.2%-15.6pp | 74.7%-21.1pp | 69.6%-16.0pp |
| Annual return | 6.46% | -1.55%+8.0pp | 3.46%+3.0pp | 7.63%-1.2pp |
| Employer contribution / active EE | $542 | $2,029-73.3% | $2,722-80.1% | $2,381-77.2% |
| Participant deferral / active EE | $898 | $2,547-64.8% | $3,402-73.6% | $3,470-74.1% |
| Admin fee / account holder | $604 | $3,006-79.9% | $3,591-83.2% | $4,887-87.6% |