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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 | $35,077 | $52,306-32.9% | $69,779-49.7% | $62,881-44.2% |
| Participation rate | 48.2% | 67.2%-19.0pp | 71.8%-23.6pp | 69.3%-21.1pp |
| Annual return | 8.29% | 13.35%-5.1pp | 12.99%-4.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $706 | $1,799-60.7% | $2,338-69.8% | $2,281-69.0% |
| Participant deferral / active EE | $2,094 | $2,395-12.6% | $2,931-28.6% | $3,203-34.6% |
| Admin fee / account holder | $1,793 | $3,691-51.4% | $4,381-59.1% | $4,296-58.3% |