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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 | $34,623 | $69,444-50.1% | $92,985-62.8% | $87,485-60.4% |
| Participation rate | 44.8% | 63.3%-18.5pp | 69.5%-24.7pp | 68.9%-24.1pp |
| Annual return | 16.01% | 23.85%-7.8pp | 27.99%-12.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,210 | $1,917-36.9% | $2,662-54.5% | $2,596-53.4% |
| Participant deferral / active EE | $2,027 | $3,364-39.7% | $4,377-53.7% | $4,274-52.6% |
| Admin fee / account holder | $9,042 | $6,137+47.3% | $9,463-4.5% | $7,775+16.3% |