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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 | $33,161 | $71,215-53.4% | $93,696-64.6% | $80,935-59.0% |
| Participation rate | 39.6% | 60.4%-20.8pp | 68.7%-29.1pp | 67.7%-28.1pp |
| Annual return | 11.85% | 11.27%+0.6pp | 133.74%-121.9pp | 35.66%-23.8pp |
| Employer contribution / active EE | $981 | $1,565-37.3% | $2,422-59.5% | $2,757-64.4% |
| Participant deferral / active EE | $1,861 | $4,037-53.9% | $4,417-57.9% | $4,299-56.7% |
| Admin fee / account holder | $3,508 | $6,958-49.6% | $8,287-57.7% | $6,924-49.3% |