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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 | $39,077 | $63,845-38.8% | $81,370-52.0% | $80,959-51.7% |
| Participation rate | 51.1% | 63.9%-12.8pp | 69.5%-18.5pp | 67.7%-16.6pp |
| Annual return | 11.31% | 16.37%-5.1pp | 24.85%-13.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $848 | $1,980-57.2% | $2,464-65.6% | $2,757-69.2% |
| Participant deferral / active EE | $2,066 | $3,093-33.2% | $3,885-46.8% | $4,300-51.9% |
| Admin fee / account holder | $1,805 | $5,688-68.3% | $5,749-68.6% | $6,925-73.9% |