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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 | $28,518 | $58,048-50.9% | $94,215-69.7% | $65,306-56.3% |
| Participation rate | 47.5% | 45.3%+2.2pp | 70.0%-22.4pp | 57.7%-10.1pp |
| Annual return | 22.80% | 19.61%+3.2pp | 28.22%-5.4pp | 21.94%+0.9pp |
| Employer contribution / active EE | $429 | $1,427-69.9% | $2,675-84.0% | $1,967-78.2% |
| Participant deferral / active EE | $2,595 | $2,407+7.8% | $4,276-39.3% | $2,959-12.3% |
| Admin fee / account holder | $3,430 | $4,610-25.6% | $10,216-66.4% | $3,480-1.4% |