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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 | $33,834 | $81,504-58.5% | $102,437-67.0% | $80,959-58.2% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.7%-24.8pp |
| Annual return | 14.12% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $871 | $3,104-71.9% | $3,871-77.5% | $2,757-68.4% |
| Participant deferral / active EE | $1,964 | $3,871-49.3% | $5,060-61.2% | $4,300-54.3% |
| Admin fee / account holder | $2,394 | $6,719-64.4% | $8,388-71.5% | $6,925-65.4% |