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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 | $34,673 | $63,809-45.7% | $81,353-57.4% | $80,935-57.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.7%-17.7pp |
| Annual return | 11.94% | 16.37%-4.4pp | 24.82%-12.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,637 | $1,981-17.4% | $2,464-33.6% | $2,757-40.6% |
| Participant deferral / active EE | $2,710 | $3,093-12.4% | $3,885-30.2% | $4,299-37.0% |
| Admin fee / account holder | $1,163 | $5,686-79.5% | $5,766-79.8% | $6,924-83.2% |