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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 | $46,774 | $49,239-5.0% | $70,462-33.6% | $79,858-41.4% |
| Participation rate | 39.1% | 69.2%-30.1pp | 75.1%-36.0pp | 69.6%-30.6pp |
| Annual return | 13.36% | 30.08%-16.7pp | 109.08%-95.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,226 | $2,100-41.6% | $2,737-55.2% | $2,471-50.4% |
| Participant deferral / active EE | $3,501 | $2,769+26.4% | $3,710-5.6% | $3,740-6.4% |
| Admin fee / account holder | $326 | $2,876-88.7% | $3,845-91.5% | $5,306-93.9% |