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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 | $34,397 | $70,435-51.2% | $96,575-64.4% | $85,856-59.9% |
| Participation rate | 54.3% | 61.8%-7.5pp | 69.8%-15.5pp | 69.3%-15.0pp |
| Annual return | 14.30% | 18.59%-4.3pp | 37.79%-23.5pp | 318.58%-304.3pp |
| Employer contribution / active EE | $867 | $1,413-38.6% | $2,357-63.2% | $2,565-66.2% |
| Participant deferral / active EE | $1,906 | $2,894-34.2% | $3,849-50.5% | $3,952-51.8% |
| Admin fee / account holder | $2,236 | $4,997-55.3% | $6,182-63.8% | $6,261-64.3% |