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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 | $38,265 | $43,075-11.2% | $74,577-48.7% | $62,881-39.1% |
| Participation rate | 9.3% | 58.1%-48.8pp | 68.1%-58.9pp | 69.3%-60.0pp |
| Annual return | 5.48% | 17.50%-12.0pp | 20.47%-15.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $219 | $1,498-85.4% | $2,525-91.3% | $2,281-90.4% |
| Participant deferral / active EE | $1,061 | $2,389-55.6% | $3,458-69.3% | $3,203-66.9% |
| Admin fee / account holder | $1,522 | $2,840-46.4% | $4,138-63.2% | $4,296-64.6% |