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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 | $64,462-35.5% | $81,482-49.0% | $80,911-48.6% |
| Participation rate | 36.7% | 63.9%-27.2pp | 69.5%-32.8pp | 67.6%-30.9pp |
| Annual return | 15.35% | 16.35%-1.0pp | 24.79%-9.4pp | 35.63%-20.3pp |
| Employer contribution / active EE | $1,140 | $1,979-42.4% | $2,463-53.7% | $2,756-58.6% |
| Participant deferral / active EE | $2,213 | $3,094-28.5% | $3,885-43.0% | $4,297-48.5% |
| Admin fee / account holder | $3,784 | $5,678-33.4% | $5,761-34.3% | $6,935-45.4% |