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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 | $35,540 | $59,220-40.0% | $96,570-63.2% | $79,391-55.2% |
| Participation rate | 40.3% | 61.9%-21.6pp | 69.8%-29.5pp | 70.7%-30.4pp |
| Annual return | 14.83% | 27.08%-12.3pp | 37.79%-23.0pp | 116.88%-102.1pp |
| Employer contribution / active EE | $937 | $1,216-22.9% | $2,357-60.2% | $2,428-61.4% |
| Participant deferral / active EE | $2,574 | $2,948-12.7% | $3,849-33.1% | $4,046-36.4% |
| Admin fee / account holder | $2,714 | $659+312.1% | $6,182-56.1% | $627+333.1% |