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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 | $44,997 | $67,602-33.4% | $82,312-45.3% | $70,126-35.8% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.9%-31.2pp | 69.5%-23.8pp |
| Annual return | 17.84% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $881 | $1,755-49.8% | $2,428-63.7% | $2,343-62.4% |
| Participant deferral / active EE | $2,878 | $2,987-3.6% | $3,706-22.3% | $3,332-13.6% |
| Admin fee / account holder | $445 | $4,512-90.1% | $5,608-92.1% | $4,645-90.4% |