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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 | $100,194-59.0% | $122,979-66.6% | $86,983-52.8% |
| Participation rate | 42.9% | 73.0%-30.1pp | 77.2%-34.3pp | 69.5%-26.7pp |
| Annual return | 17.61% | 16.47%+1.1pp | 20.12%-2.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $1,086 | $2,326-53.3% | $3,062-64.5% | $2,584-58.0% |
| Participant deferral / active EE | $2,045 | $4,133-50.5% | $5,003-59.1% | $4,194-51.2% |
| Admin fee / account holder | $1,145 | $10,148-88.7% | $12,864-91.1% | $7,856-85.4% |