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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 | $26,952 | $54,541-50.6% | $78,778-65.8% | $70,124-61.6% |
| Participation rate | 57.9% | 60.8%-2.9pp | 69.2%-11.3pp | 69.5%-11.6pp |
| Annual return | 15.51% | 21.07%-5.6pp | 35.62%-20.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $486 | $1,089-55.4% | $1,986-75.5% | $2,342-79.3% |
| Participant deferral / active EE | $1,950 | $2,210-11.8% | $2,958-34.1% | $3,332-41.5% |
| Admin fee / account holder | $2,780 | $3,709-25.0% | $5,134-45.8% | $4,645-40.2% |