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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 | $34,411 | $71,197-51.7% | $93,669-63.3% | $80,925-57.5% |
| Participation rate | 46.6% | 60.4%-13.8pp | 68.7%-22.1pp | 67.7%-21.1pp |
| Annual return | 12.07% | 11.27%+0.8pp | 133.59%-121.5pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,342 | $1,565-14.2% | $2,424-44.6% | $2,756-51.3% |
| Participant deferral / active EE | $2,427 | $4,036-39.9% | $4,416-45.0% | $4,299-43.5% |
| Admin fee / account holder | $2,378 | $6,959-65.8% | $8,291-71.3% | $6,940-65.7% |