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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 | $34,003 | $72,492-53.1% | $87,102-61.0% | $72,983-53.4% |
| Participation rate | 41.4% | 72.8%-31.4pp | 76.9%-35.5pp | 69.5%-28.1pp |
| Annual return | 25.10% | 24.46%+0.6pp | 28.19%-3.1pp | 81.01%-55.9pp |
| Employer contribution / active EE | $841 | $1,894-55.6% | $2,521-66.6% | $2,440-65.5% |
| Participant deferral / active EE | $1,906 | $3,270-41.7% | $4,048-52.9% | $3,608-47.2% |
| Admin fee / account holder | $341 | $5,055-93.3% | $7,491-95.5% | $5,124-93.4% |