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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 | $39,386 | $49,255-20.0% | $70,494-44.1% | $79,856-50.7% |
| Participation rate | 57.1% | 69.2%-12.0pp | 75.1%-17.9pp | 69.6%-12.5pp |
| Annual return | 11.36% | 30.10%-18.7pp | 109.16%-97.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $836 | $2,100-60.2% | $2,738-69.5% | $2,471-66.2% |
| Participant deferral / active EE | $1,381 | $2,768-50.1% | $3,711-62.8% | $3,741-63.1% |
| Admin fee / account holder | $928 | $2,879-67.8% | $3,848-75.9% | $5,306-82.5% |