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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 | $63,427 | $86,949-27.1% | $102,460-38.1% | $80,959-21.7% |
| Participation rate | 43.0% | 72.4%-29.4pp | 76.5%-33.5pp | 67.7%-24.6pp |
| Annual return | 13.35% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,094 | $2,370-53.8% | $3,025-63.8% | $2,757-60.3% |
| Participant deferral / active EE | $2,251 | $4,121-45.4% | $5,056-55.5% | $4,300-47.7% |
| Admin fee / account holder | $764 | $8,048-90.5% | $9,460-91.9% | $6,925-89.0% |