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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 | $33,777 | $86,940-61.1% | $102,434-67.0% | $80,935-58.3% |
| Participation rate | 63.6% | 72.4%-8.8pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,064 | $2,370-55.1% | $3,023-64.8% | $2,757-61.4% |
| Participant deferral / active EE | $2,052 | $4,121-50.2% | $5,055-59.4% | $4,299-52.3% |
| Admin fee / account holder | $2,020 | $8,047-74.9% | $9,462-78.6% | $6,924-70.8% |