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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 | $41,571 | $63,809-34.9% | $81,353-48.9% | $80,935-48.6% |
| Participation rate | 36.7% | 63.9%-27.2pp | 69.5%-32.8pp | 67.7%-30.9pp |
| Annual return | 15.35% | 16.37%-1.0pp | 24.82%-9.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,140 | $1,981-42.4% | $2,464-53.7% | $2,757-58.6% |
| Participant deferral / active EE | $2,213 | $3,093-28.4% | $3,885-43.0% | $4,299-48.5% |
| Admin fee / account holder | $3,784 | $5,686-33.5% | $5,766-34.4% | $6,924-45.4% |