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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 | $38,219 | $72,492-47.3% | $87,104-56.1% | $72,975-47.6% |
| Participation rate | 44.7% | 72.8%-28.1pp | 76.9%-32.1pp | 69.5%-24.8pp |
| Annual return | 21.91% | 24.46%-2.5pp | 28.19%-6.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,093 | $1,894-42.3% | $2,521-56.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,468 | $3,270-24.5% | $4,048-39.0% | $3,608-31.6% |
| Admin fee / account holder | $11,405 | $5,055+125.6% | $7,491+52.2% | $5,124+122.6% |