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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 | $41,092 | $97,550-57.9% | $120,344-65.9% | $87,485-53.0% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.7%-33.9pp | 68.9%-26.1pp |
| Annual return | 17.61% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,086 | $2,291-52.6% | $3,020-64.0% | $2,596-58.2% |
| Participant deferral / active EE | $2,045 | $4,230-51.6% | $5,135-60.2% | $4,274-52.1% |
| Admin fee / account holder | $1,145 | $9,543-88.0% | $12,742-91.0% | $7,775-85.3% |