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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 | $56,121-49.2% | $92,985-69.3% | $64,340-55.7% |
| Participation rate | 47.5% | 44.9%+2.6pp | 69.5%-22.0pp | 55.2%-7.7pp |
| Annual return | 22.80% | 19.19%+3.6pp | 27.99%-5.2pp | 24.14%-1.3pp |
| Employer contribution / active EE | $429 | $1,351-68.2% | $2,662-83.9% | $1,862-76.9% |
| Participant deferral / active EE | $2,595 | $2,362+9.8% | $4,377-40.7% | $2,980-12.9% |
| Admin fee / account holder | $3,430 | $6,869-50.1% | $9,463-63.8% | $3,703-7.4% |