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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 | $34,099 | $95,453-64.3% | $112,040-69.6% | $82,448-58.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 21.07% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,300 | $2,318-43.9% | $2,954-56.0% | $2,551-49.0% |
| Participant deferral / active EE | $3,240 | $4,224-23.3% | $5,098-36.4% | $4,139-21.7% |
| Admin fee / account holder | $1,434 | $9,013-84.1% | $12,098-88.1% | $7,234-80.2% |