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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 | $35,452 | $86,940-59.2% | $102,434-65.4% | $80,935-56.2% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 14.04% | 18.89%-4.9pp | 29.46%-15.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $992 | $2,370-58.1% | $3,023-67.2% | $2,757-64.0% |
| Participant deferral / active EE | $2,387 | $4,121-42.1% | $5,055-52.8% | $4,299-44.5% |
| Admin fee / account holder | $7,498 | $8,047-6.8% | $9,462-20.8% | $6,924+8.3% |