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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 | $71,341 | $73,787-3.3% | $98,716-27.7% | $82,448-13.5% |
| Participation rate | 40.3% | 61.4%-21.1pp | 69.3%-29.0pp | 68.1%-27.8pp |
| Annual return | 15.62% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,018 | $1,511-32.6% | $2,279-55.3% | $2,551-60.1% |
| Participant deferral / active EE | $3,720 | $3,081+20.7% | $4,048-8.1% | $4,139-10.1% |
| Admin fee / account holder | $30,883 | $6,500+375.1% | $8,703+254.9% | $7,234+326.9% |