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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 | $34,319 | $52,306-34.4% | $69,779-50.8% | $62,881-45.4% |
| Participation rate | 23.9% | 67.2%-43.3pp | 71.8%-47.9pp | 69.3%-45.4pp |
| Annual return | 10.19% | 13.35%-3.2pp | 12.99%-2.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $370 | $1,799-79.5% | $2,338-84.2% | $2,281-83.8% |
| Participant deferral / active EE | $1,800 | $2,395-24.9% | $2,931-38.6% | $3,203-43.8% |
| Admin fee / account holder | $5,191 | $3,691+40.6% | $4,381+18.5% | $4,296+20.8% |