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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 | $47,802 | $36,948+29.4% | $73,658-35.1% | $87,485-45.4% |
| Participation rate | 42.9% | 46.8%-4.0pp | 57.0%-14.2pp | 68.9%-26.1pp |
| Annual return | 17.07% | 28.64%-11.6pp | 29.72%-12.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,120 | $670+67.1% | $1,032+8.5% | $2,596-56.9% |
| Participant deferral / active EE | $2,260 | $1,379+63.9% | $2,062+9.6% | $4,274-47.1% |
| Admin fee / account holder | $388 | $2,531-84.7% | $3,357-88.5% | $7,775-95.0% |