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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 | $33,392 | $43,338-22.9% | $59,887-44.2% | $64,173-48.0% |
| Participation rate | 53.8% | 69.2%-15.3pp | 74.7%-20.9pp | 69.6%-15.7pp |
| Annual return | 8.18% | -1.55%+9.7pp | 3.46%+4.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,010 | $2,030-50.3% | $2,722-62.9% | $2,381-57.6% |
| Participant deferral / active EE | $2,278 | $2,547-10.6% | $3,402-33.1% | $3,470-34.4% |
| Admin fee / account holder | $4,754 | $3,007+58.1% | $3,591+32.4% | $4,887-2.7% |