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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 | $39,878 | $58,057-31.3% | $97,032-58.9% | $86,983-54.2% |
| Participation rate | 43.6% | 60.4%-16.8pp | 71.6%-28.0pp | 69.5%-26.0pp |
| Annual return | 19.73% | 22.26%-2.5pp | 35.38%-15.6pp | 25.83%-6.1pp |
| Employer contribution / active EE | $1,073 | $1,663-35.5% | $2,629-59.2% | $2,584-58.5% |
| Participant deferral / active EE | $2,674 | $3,244-17.6% | $4,672-42.8% | $4,194-36.2% |
| Admin fee / account holder | $579 | $4,839-88.0% | $9,418-93.9% | $7,856-92.6% |