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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 | $34,036 | $76,564-55.5% | $105,582-67.8% | $94,015-63.8% |
| Participation rate | 60.0% | 65.2%-5.2pp | 71.8%-11.8pp | 70.8%-10.8pp |
| Annual return | 15.41% | 20.69%-5.3pp | 18.61%-3.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $413 | $1,995-79.3% | $2,984-86.2% | $2,790-85.2% |
| Participant deferral / active EE | $2,935 | $3,320-11.6% | $4,353-32.6% | $4,249-30.9% |
| Admin fee / account holder | $7,258 | $7,129+1.8% | $12,856-43.5% | $8,951-18.9% |