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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 | $34,333 | $57,119-39.9% | $85,187-59.7% | $80,935-57.6% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 10.91% | 21.70%-10.8pp | 66.67%-55.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $777 | $1,802-56.9% | $2,732-71.6% | $2,757-71.8% |
| Participant deferral / active EE | $1,385 | $3,115-55.5% | $4,525-69.4% | $4,299-67.8% |
| Admin fee / account holder | $8,546 | $4,990+71.3% | $6,162+38.7% | $6,924+23.4% |