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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 | $29,401 | $58,627-49.9% | $76,735-61.7% | $82,448-64.3% |
| Participation rate | 61.2% | 63.2%-2.0pp | 69.5%-8.3pp | 68.1%-6.8pp |
| Annual return | 15.74% | 39.10%-23.4pp | 29.77%-14.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,304 | $1,729-24.6% | $2,454-46.9% | $2,551-48.9% |
| Participant deferral / active EE | $2,139 | $3,134-31.7% | $4,088-47.7% | $4,139-48.3% |
| Admin fee / account holder | $9,672 | $5,323+81.7% | $7,189+34.5% | $7,234+33.7% |