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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 | $39,806 | $41,377-3.8% | $109,313-63.6% | $62,881-36.7% |
| Participation rate | 37.0% | 57.5%-20.6pp | 71.3%-34.3pp | 69.3%-32.3pp |
| Annual return | 5.06% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $331 | $1,276-74.1% | $3,892-91.5% | $2,281-85.5% |
| Participant deferral / active EE | $1,404 | $2,045-31.3% | $3,166-55.7% | $3,203-56.2% |
| Admin fee / account holder | $2,734 | $2,884-5.2% | $5,666-51.8% | $4,296-36.4% |