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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 | $45,038 | $72,492-37.9% | $87,104-48.3% | $72,975-38.3% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.9%-14.1pp | 69.5%-6.7pp |
| Annual return | 25.84% | 24.46%+1.4pp | 28.19%-2.4pp | 81.01%-55.2pp |
| Employer contribution / active EE | $741 | $1,894-60.9% | $2,521-70.6% | $2,440-69.6% |
| Participant deferral / active EE | $2,453 | $3,270-25.0% | $4,048-39.4% | $3,608-32.0% |
| Admin fee / account holder | $913 | $5,055-81.9% | $7,491-87.8% | $5,124-82.2% |