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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 | $54,182 | $37,156+45.8% | $83,854-35.4% | $86,983-37.7% |
| Participation rate | 46.3% | 49.1%-2.7pp | 59.1%-12.8pp | 69.5%-23.2pp |
| Annual return | 14.41% | 29.88%-15.5pp | 31.39%-17.0pp | 25.83%-11.4pp |
| Employer contribution / active EE | $382 | $661-42.1% | $1,017-62.4% | $2,584-85.2% |
| Participant deferral / active EE | $2,066 | $1,418+45.7% | $2,035+1.5% | $4,194-50.7% |
| Admin fee / account holder | $861 | $2,510-65.7% | $3,197-73.1% | $7,856-89.0% |