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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 | $37,956 | $61,605-38.4% | $112,273-66.2% | $75,173-49.5% |
| Participation rate | 47.6% | 61.7%-14.1pp | 72.4%-24.8pp | 67.2%-19.6pp |
| Annual return | 14.06% | 28.47%-14.4pp | 30.23%-16.2pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,105 | $2,015-45.2% | $3,431-67.8% | $2,671-58.6% |
| Participant deferral / active EE | $2,609 | $3,108-16.1% | $4,800-45.6% | $4,126-36.8% |
| Admin fee / account holder | $491 | $4,862-89.9% | $7,752-93.7% | $5,651-91.3% |