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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 | $43,334 | $41,377+4.7% | $109,313-60.4% | $62,881-31.1% |
| Participation rate | 36.6% | 57.5%-21.0pp | 71.3%-34.7pp | 69.3%-32.7pp |
| Annual return | 8.26% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $536 | $1,276-58.0% | $3,892-86.2% | $2,281-76.5% |
| Participant deferral / active EE | $2,122 | $2,045+3.7% | $3,166-33.0% | $3,203-33.8% |
| Admin fee / account holder | $5,345 | $2,884+85.3% | $5,666-5.7% | $4,296+24.4% |