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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 | $27,763 | $58,493-52.5% | $84,021-67.0% | $72,975-62.0% |
| Participation rate | 48.6% | 61.2%-12.7pp | 69.0%-20.4pp | 69.5%-20.9pp |
| Annual return | 21.85% | 28.93%-7.1pp | 71.32%-49.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $678 | $1,163-41.7% | $1,984-65.8% | $2,440-72.2% |
| Participant deferral / active EE | $2,278 | $2,394-4.8% | $3,239-29.7% | $3,608-36.9% |
| Admin fee / account holder | $4,728 | $4,569+3.5% | $6,102-22.5% | $5,124-7.7% |