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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 | $31,174 | $86,938-64.1% | $102,423-69.6% | $80,925-61.5% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 10.90% | 18.89%-8.0pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,033 | $2,369-56.4% | $3,023-65.8% | $2,756-62.5% |
| Participant deferral / active EE | $1,981 | $4,120-51.9% | $5,054-60.8% | $4,299-53.9% |
| Admin fee / account holder | $5,477 | $8,053-32.0% | $9,455-42.1% | $6,940-21.1% |