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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 | $41,889 | $76,371-45.2% | $93,621-55.3% | $72,975-42.6% |
| Participation rate | 46.7% | 71.8%-25.1pp | 75.8%-29.2pp | 69.5%-22.8pp |
| Annual return | 24.19% | 25.82%-1.6pp | 32.76%-8.6pp | 81.01%-56.8pp |
| Employer contribution / active EE | $963 | $2,276-57.7% | $2,719-64.6% | $2,440-60.6% |
| Participant deferral / active EE | $2,996 | $3,538-15.3% | $4,070-26.4% | $3,608-17.0% |
| Admin fee / account holder | $641 | $6,839-90.6% | $7,890-91.9% | $5,124-87.5% |