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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 | $55,932-49.0% | $76,735-62.8% | $67,986-58.1% |
| Participation rate | 47.5% | 50.8%-3.3pp | 69.5%-22.0pp | 57.2%-9.7pp |
| Annual return | 22.80% | 23.10%-0.3pp | 29.77%-7.0pp | 31.67%-8.9pp |
| Employer contribution / active EE | $429 | $1,487-71.1% | $2,454-82.5% | $2,019-78.7% |
| Participant deferral / active EE | $2,595 | $2,558+1.4% | $4,088-36.5% | $3,358-22.7% |
| Admin fee / account holder | $3,430 | $4,907-30.1% | $7,189-52.3% | $3,203+7.1% |