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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 | $37,967 | $54,541-30.4% | $78,778-51.8% | $70,126-45.9% |
| Participation rate | 48.8% | 60.8%-12.0pp | 69.2%-20.4pp | 69.5%-20.7pp |
| Annual return | 14.47% | 21.07%-6.6pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,116 | $1,089+2.5% | $1,986-43.8% | $2,343-52.4% |
| Participant deferral / active EE | $2,381 | $2,210+7.7% | $2,958-19.5% | $3,332-28.5% |
| Admin fee / account holder | $1,330 | $3,709-64.1% | $5,134-74.1% | $4,645-71.4% |