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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 | $64,462-39.4% | $81,482-52.0% | $80,911-51.7% |
| Participation rate | 51.1% | 63.9%-12.8pp | 69.5%-18.4pp | 67.6%-16.6pp |
| Annual return | 11.31% | 16.35%-5.0pp | 24.79%-13.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $848 | $1,979-57.1% | $2,463-65.6% | $2,756-69.2% |
| Participant deferral / active EE | $2,066 | $3,094-33.2% | $3,885-46.8% | $4,297-51.9% |
| Admin fee / account holder | $1,805 | $5,678-68.2% | $5,761-68.7% | $6,935-74.0% |