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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 | $39,759 | $72,269-45.0% | $101,271-60.7% | $79,852-50.2% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 18.09% | 22.29%-4.2pp | 46.48%-28.4pp | 31.72%-13.6pp |
| Employer contribution / active EE | $1,022 | $2,692-62.0% | $3,660-72.1% | $2,471-58.6% |
| Participant deferral / active EE | $2,396 | $3,282-27.0% | $4,371-45.2% | $3,740-35.9% |
| Admin fee / account holder | $1,161 | $4,401-73.6% | $5,948-80.5% | $5,306-78.1% |