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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 | $40,181 | $54,541-26.3% | $78,778-49.0% | $70,126-42.7% |
| Participation rate | 50.5% | 60.8%-10.3pp | 69.2%-18.7pp | 69.5%-19.0pp |
| Annual return | 13.16% | 21.07%-7.9pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,174 | $1,089+7.9% | $1,986-40.9% | $2,343-49.9% |
| Participant deferral / active EE | $2,238 | $2,210+1.2% | $2,958-24.4% | $3,332-32.8% |
| Admin fee / account holder | $359 | $3,709-90.3% | $5,134-93.0% | $4,645-92.3% |