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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 | $41,589 | $55,684-25.3% | $75,900-45.2% | $72,976-43.0% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.3%-11.1pp | 69.5%-11.3pp |
| Annual return | 22.20% | 27.60%-5.4pp | 30.73%-8.5pp | 81.02%-58.8pp |
| Employer contribution / active EE | $972 | $1,687-42.4% | $2,501-61.1% | $2,440-60.1% |
| Participant deferral / active EE | $2,646 | $2,634+0.5% | $3,604-26.6% | $3,608-26.7% |
| Admin fee / account holder | $453 | $3,981-88.6% | $5,421-91.6% | $5,124-91.2% |