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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 | $40,455 | $69,444-41.7% | $92,985-56.5% | $87,485-53.8% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.9%-18.9pp |
| Annual return | 13.46% | 23.85%-10.4pp | 27.99%-14.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,082 | $1,917-43.5% | $2,662-59.3% | $2,596-58.3% |
| Participant deferral / active EE | $1,822 | $3,364-45.8% | $4,377-58.4% | $4,274-57.4% |
| Admin fee / account holder | $12,855 | $6,137+109.5% | $9,463+35.8% | $7,775+65.3% |