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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 | $34,382 | $81,446-57.8% | $103,374-66.7% | $80,874-57.5% |
| Participation rate | 38.1% | 66.9%-28.8pp | 74.5%-36.4pp | 67.6%-29.6pp |
| Annual return | 16.21% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,113 | $3,107-64.2% | $3,869-71.2% | $2,756-59.6% |
| Participant deferral / active EE | $2,697 | $3,870-30.3% | $5,058-46.7% | $4,297-37.2% |
| Admin fee / account holder | $4,702 | $6,715-30.0% | $8,394-44.0% | $6,935-32.2% |