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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 | $38,050 | $63,809-40.4% | $81,353-53.2% | $80,935-53.0% |
| Participation rate | 34.3% | 63.9%-29.6pp | 69.5%-35.3pp | 67.7%-33.4pp |
| Annual return | 12.44% | 16.37%-3.9pp | 24.82%-12.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $973 | $1,981-50.9% | $2,464-60.5% | $2,757-64.7% |
| Participant deferral / active EE | $2,261 | $3,093-26.9% | $3,885-41.8% | $4,299-47.4% |
| Admin fee / account holder | $5,178 | $5,686-8.9% | $5,766-10.2% | $6,924-25.2% |