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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 | $43,339 | $81,504-46.8% | $102,437-57.7% | $80,959-46.5% |
| Participation rate | 29.1% | 66.9%-37.8pp | 74.5%-45.4pp | 67.7%-38.6pp |
| Annual return | 10.54% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $962 | $3,104-69.0% | $3,871-75.1% | $2,757-65.1% |
| Participant deferral / active EE | $1,623 | $3,871-58.1% | $5,060-67.9% | $4,300-62.3% |
| Admin fee / account holder | $15,866 | $6,719+136.1% | $8,388+89.1% | $6,925+129.1% |