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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 | $39,194 | $59,440-34.1% | $78,004-49.8% | $82,637-52.6% |
| Participation rate | 48.7% | 62.8%-14.1pp | 69.4%-20.7pp | 68.1%-19.3pp |
| Annual return | 17.99% | 40.24%-22.3pp | 31.07%-13.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,151 | $1,750-34.2% | $2,469-53.4% | $2,552-54.9% |
| Participant deferral / active EE | $3,539 | $3,138+12.8% | $4,092-13.5% | $4,126-14.2% |
| Admin fee / account holder | $6,818 | $5,504+23.9% | $7,578-10.0% | $7,339-7.1% |