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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 | $31,000 | $63,314-51.0% | $91,004-65.9% | $62,293-50.2% |
| Participation rate | 38.7% | 73.3%-34.7pp | 75.6%-36.9pp | 69.5%-30.9pp |
| Annual return | 18.74% | 21.00%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $860 | $1,807-52.4% | $2,456-65.0% | $2,042-57.9% |
| Participant deferral / active EE | $1,858 | $2,944-36.9% | $3,548-47.6% | $3,169-41.4% |
| Admin fee / account holder | $1,159 | $468+147.8% | $5,417-78.6% | $479+141.7% |