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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 | $33,112 | $54,757-39.5% | $90,304-63.3% | $72,975-54.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 20.74% | 30.63%-9.9pp | 78.13%-57.4pp | 81.01%-60.3pp |
| Employer contribution / active EE | $234 | $2,093-88.8% | $2,855-91.8% | $2,440-90.4% |
| Participant deferral / active EE | $2,296 | $2,887-20.5% | $3,885-40.9% | $3,608-36.4% |
| Admin fee / account holder | $2,963 | $3,973-25.4% | $5,354-44.7% | $5,124-42.2% |