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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 | $32,463 | $72,492-55.2% | $87,104-62.7% | $72,975-55.5% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.9%-45.8pp | 69.5%-38.5pp |
| Annual return | 20.83% | 24.46%-3.6pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $912 | $1,894-51.8% | $2,521-63.8% | $2,440-62.6% |
| Participant deferral / active EE | $2,277 | $3,270-30.4% | $4,048-43.8% | $3,608-36.9% |
| Admin fee / account holder | $8,315 | $5,055+64.5% | $7,491+11.0% | $5,124+62.3% |