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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 | $33,062 | $78,015-57.6% | $178,505-81.5% | $80,959-59.2% |
| Participation rate | 41.0% | 65.7%-24.6pp | 77.1%-36.1pp | 67.7%-26.6pp |
| Annual return | 14.61% | 18.10%-3.5pp | 27.16%-12.5pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,011 | $2,281-11.9% | $3,955-49.2% | $2,757-27.1% |
| Participant deferral / active EE | $3,661 | $4,406-16.9% | $6,280-41.7% | $4,300-14.9% |
| Admin fee / account holder | $9,175 | $7,160+28.1% | $10,428-12.0% | $6,925+32.5% |