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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 | $78,027-57.6% | $178,528-81.5% | $80,925-59.1% |
| Participation rate | 41.0% | 65.7%-24.6pp | 77.1%-36.1pp | 67.7%-26.6pp |
| Annual return | 14.61% | 18.09%-3.5pp | 27.11%-12.5pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,011 | $2,281-11.8% | $3,950-49.1% | $2,756-27.0% |
| Participant deferral / active EE | $3,661 | $4,408-16.9% | $6,278-41.7% | $4,299-14.8% |
| Admin fee / account holder | $9,175 | $7,168+28.0% | $10,419-11.9% | $6,940+32.2% |