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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 | $40,374 | $78,015-48.2% | $178,505-77.4% | $80,959-50.1% |
| Participation rate | 49.0% | 65.7%-16.7pp | 77.1%-28.1pp | 67.7%-18.7pp |
| Annual return | 16.61% | 18.10%-1.5pp | 27.16%-10.5pp | 35.67%-19.1pp |
| Employer contribution / active EE | $971 | $2,281-57.5% | $3,955-75.5% | $2,757-64.8% |
| Participant deferral / active EE | $1,977 | $4,406-55.1% | $6,280-68.5% | $4,300-54.0% |
| Admin fee / account holder | $466 | $7,160-93.5% | $10,428-95.5% | $6,925-93.3% |