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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 | $28,421 | $81,403-65.1% | $147,027-80.7% | $87,485-67.5% |
| Participation rate | 58.6% | 63.4%-4.8pp | 73.7%-15.1pp | 68.9%-10.3pp |
| Annual return | 16.91% | 16.51%+0.4pp | 20.23%-3.3pp | 26.06%-9.1pp |
| Employer contribution / active EE | $995 | $2,205-54.9% | $3,626-72.6% | $2,596-61.7% |
| Participant deferral / active EE | $2,807 | $3,315-15.3% | $4,933-43.1% | $4,274-34.3% |
| Admin fee / account holder | $5,473 | $6,755-19.0% | $12,223-55.2% | $7,775-29.6% |