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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 | $30,395 | $78,015-61.0% | $178,505-83.0% | $80,959-62.5% |
| Participation rate | 46.3% | 65.7%-19.3pp | 77.1%-30.8pp | 67.7%-21.3pp |
| Annual return | 10.80% | 18.10%-7.3pp | 27.16%-16.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $724 | $2,281-68.3% | $3,955-81.7% | $2,757-73.7% |
| Participant deferral / active EE | $2,253 | $4,406-48.9% | $6,280-64.1% | $4,300-47.6% |
| Admin fee / account holder | $11,249 | $7,160+57.1% | $10,428+7.9% | $6,925+62.4% |