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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 | $31,479 | $86,940-63.8% | $102,434-69.3% | $80,935-61.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.7%-11.8pp |
| Annual return | 11.87% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,202 | $2,370-49.3% | $3,023-60.2% | $2,757-56.4% |
| Participant deferral / active EE | $1,963 | $4,121-52.4% | $5,055-61.2% | $4,299-54.4% |
| Admin fee / account holder | $20,471 | $8,047+154.4% | $9,462+116.3% | $6,924+195.6% |