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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 | $35,788 | $101,798-64.8% | $165,071-78.3% | $80,935-55.8% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.2pp | 67.7%-22.2pp |
| Annual return | 16.65% | 16.73%-0.1pp | 70.17%-53.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $993 | $2,954-66.4% | $4,347-77.2% | $2,757-64.0% |
| Participant deferral / active EE | $2,158 | $4,476-51.8% | $6,035-64.3% | $4,299-49.8% |
| Admin fee / account holder | $7,001 | $8,221-14.8% | $12,695-44.9% | $6,924+1.1% |