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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 | $46,853 | $72,272-35.2% | $101,264-53.7% | $79,858-41.3% |
| Participation rate | 55.7% | 68.5%-12.7pp | 75.8%-20.1pp | 69.6%-13.9pp |
| Annual return | 19.19% | 22.30%-3.1pp | 46.48%-27.3pp | 31.72%-12.5pp |
| Employer contribution / active EE | $775 | $2,692-71.2% | $3,660-78.8% | $2,471-68.7% |
| Participant deferral / active EE | $2,931 | $3,282-10.7% | $4,370-32.9% | $3,740-21.6% |
| Admin fee / account holder | $1,098 | $4,401-75.1% | $5,947-81.5% | $5,306-79.3% |