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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 | $41,529 | $49,657-16.4% | $93,063-55.4% | $67,986-38.9% |
| Participation rate | 44.1% | 49.9%-5.9pp | 72.1%-28.0pp | 57.2%-13.1pp |
| Annual return | 15.71% | 26.27%-10.6pp | 34.15%-18.4pp | 31.67%-16.0pp |
| Employer contribution / active EE | $777 | $1,279-39.2% | $2,476-68.6% | $2,019-61.5% |
| Participant deferral / active EE | $1,423 | $2,484-42.7% | $3,958-64.1% | $3,358-57.6% |
| Admin fee / account holder | $2,726 | $2,843-4.1% | $6,033-54.8% | $3,203-14.9% |