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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 | $49,631 | $81,457-39.1% | $103,378-52.0% | $80,911-38.7% |
| Participation rate | 39.4% | 66.8%-27.5pp | 74.5%-35.1pp | 67.6%-28.3pp |
| Annual return | 16.19% | 25.58%-9.4pp | 24.91%-8.7pp | 35.63%-19.4pp |
| Employer contribution / active EE | $970 | $3,107-68.8% | $3,870-74.9% | $2,756-64.8% |
| Participant deferral / active EE | $1,913 | $3,871-50.6% | $5,058-62.2% | $4,297-55.5% |
| Admin fee / account holder | $1,174 | $6,717-82.5% | $8,401-86.0% | $6,935-83.1% |