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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 | $38,090 | $88,996-57.2% | $78,004-51.2% | $138,895-72.6% |
| Participation rate | 58.3% | 74.4%-16.0pp | 69.4%-11.1pp | 79.9%-21.6pp |
| Annual return | 12.20% | 28.03%-15.8pp | 31.07%-18.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,324 | $2,917-54.6% | $2,469-46.4% | $4,194-68.4% |
| Participant deferral / active EE | $2,680 | $4,724-43.3% | $4,092-34.5% | $6,396-58.1% |
| Admin fee / account holder | $13,881 | $8,807+57.6% | $7,578+83.2% | $12,562+10.5% |