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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 | $29,432 | $71,230-58.7% | $93,727-68.6% | $80,959-63.6% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.7%-27.1pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.83%-122.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,580 | $1,565+0.9% | $2,421-34.8% | $2,757-42.7% |
| Participant deferral / active EE | $2,192 | $4,037-45.7% | $4,417-50.4% | $4,300-49.0% |
| Admin fee / account holder | $2,970 | $6,961-57.3% | $8,292-64.2% | $6,925-57.1% |