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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 | $41,861 | $56,287-25.6% | $80,977-48.3% | $62,881-33.4% |
| Participation rate | 61.5% | 68.9%-7.4pp | 75.8%-14.3pp | 69.3%-7.8pp |
| Annual return | 7.54% | 22.13%-14.6pp | 17.11%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,095 | $1,943-43.6% | $3,715-70.5% | $2,281-52.0% |
| Participant deferral / active EE | $2,945 | $4,196-29.8% | $5,696-48.3% | $3,203-8.0% |
| Admin fee / account holder | $22,851 | $3,742+510.7% | $5,517+314.2% | $4,296+432.0% |