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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 | $37,261 | $64,909-42.6% | $82,312-54.7% | $62,293-40.2% |
| Participation rate | 64.5% | 74.9%-10.3pp | 76.9%-12.3pp | 69.5%-5.0pp |
| Annual return | 16.81% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $946 | $1,676-43.6% | $2,428-61.1% | $2,042-53.7% |
| Participant deferral / active EE | $2,033 | $3,103-34.5% | $3,706-45.2% | $3,169-35.9% |
| Admin fee / account holder | $2,934 | $440+567.4% | $5,608-47.7% | $479+512.1% |