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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 | $26,130 | $81,504-67.9% | $102,437-74.5% | $80,959-67.7% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.7%-19.2pp |
| Annual return | 17.55% | 25.60%-8.1pp | 24.95%-7.4pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,277 | $3,104-26.6% | $3,871-41.2% | $2,757-17.4% |
| Participant deferral / active EE | $3,767 | $3,871-2.7% | $5,060-25.6% | $4,300-12.4% |
| Admin fee / account holder | $1,325 | $6,719-80.3% | $8,388-84.2% | $6,925-80.9% |