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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 | $49,102 | $36,948+32.9% | $73,658-33.3% | $87,485-43.9% |
| Participation rate | 42.9% | 46.8%-4.0pp | 57.0%-14.2pp | 68.9%-26.1pp |
| Annual return | 17.68% | 28.64%-11.0pp | 29.72%-12.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $706 | $670+5.3% | $1,032-31.6% | $2,596-72.8% |
| Participant deferral / active EE | $1,593 | $1,379+15.5% | $2,062-22.7% | $4,274-62.7% |
| Admin fee / account holder | $2,302 | $2,531-9.0% | $3,357-31.4% | $7,775-70.4% |