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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 | $57,543 | $138,312-58.4% | $122,979-53.2% | $155,188-62.9% |
| Participation rate | 46.2% | 80.2%-34.0pp | 77.2%-31.0pp | 80.8%-34.6pp |
| Annual return | 16.27% | 22.06%-5.8pp | 20.12%-3.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $979 | $3,530-72.3% | $3,062-68.0% | $4,248-77.0% |
| Participant deferral / active EE | $2,537 | $5,592-54.6% | $5,003-49.3% | $6,531-61.2% |
| Admin fee / account holder | $438 | $15,089-97.1% | $12,864-96.6% | $14,480-97.0% |