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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 | $36,190 | $83,898-56.9% | $133,346-72.9% | $94,015-61.5% |
| Participation rate | 42.2% | 63.4%-21.1pp | 72.8%-30.6pp | 70.8%-28.6pp |
| Annual return | 14.44% | 16.00%-1.6pp | 36.85%-22.4pp | 17.84%-3.4pp |
| Employer contribution / active EE | $355 | $1,821-80.5% | $2,853-87.5% | $2,790-87.3% |
| Participant deferral / active EE | $2,275 | $3,245-29.9% | $4,332-47.5% | $4,249-46.5% |
| Admin fee / account holder | $3,528 | $7,809-54.8% | $14,264-75.3% | $8,951-60.6% |