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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 | $33,850 | $85,515-60.4% | $112,040-69.8% | $67,986-50.2% |
| Participation rate | 34.3% | 68.2%-34.0pp | 76.5%-42.2pp | 57.2%-22.9pp |
| Annual return | 13.79% | 29.68%-15.9pp | 24.52%-10.7pp | 31.67%-17.9pp |
| Employer contribution / active EE | $949 | $2,191-56.7% | $2,954-67.9% | $2,019-53.0% |
| Participant deferral / active EE | $2,053 | $4,014-48.8% | $5,098-59.7% | $3,358-38.9% |
| Admin fee / account holder | $8,732 | $3,774+131.4% | $12,098-27.8% | $3,203+172.6% |