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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 | $58,627-40.9% | $76,735-54.9% | $82,448-58.0% |
| Participation rate | 44.8% | 63.2%-18.4pp | 69.5%-24.7pp | 68.1%-23.2pp |
| Annual return | 16.01% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,210 | $1,729-30.0% | $2,454-50.7% | $2,551-52.6% |
| Participant deferral / active EE | $2,027 | $3,134-35.3% | $4,088-50.4% | $4,139-51.0% |
| Admin fee / account holder | $9,042 | $5,323+69.9% | $7,189+25.8% | $7,234+25.0% |