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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 | $36,152 | $43,075-16.1% | $74,577-51.5% | $62,881-42.5% |
| Participation rate | 47.6% | 58.1%-10.4pp | 68.1%-20.5pp | 69.3%-21.7pp |
| Annual return | 15.48% | 17.50%-2.0pp | 20.47%-5.0pp | 20.14%-4.7pp |
| Employer contribution / active EE | $986 | $1,498-34.1% | $2,525-60.9% | $2,281-56.8% |
| Participant deferral / active EE | $1,383 | $2,389-42.1% | $3,458-60.0% | $3,203-56.8% |
| Admin fee / account holder | $5,849 | $2,840+105.9% | $4,138+41.3% | $4,296+36.1% |