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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 | $41,296 | $60,349-31.6% | $74,184-44.3% | $62,881-34.3% |
| Participation rate | 51.6% | 72.7%-21.1pp | 76.6%-25.0pp | 69.3%-17.7pp |
| Annual return | 6.38% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $909 | $1,680-45.9% | $2,370-61.7% | $2,281-60.2% |
| Participant deferral / active EE | $1,933 | $2,856-32.3% | $3,550-45.5% | $3,203-39.7% |
| Admin fee / account holder | $5,003 | $4,261+17.4% | $5,586-10.4% | $4,296+16.5% |