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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 | $47,661 | $104,650-54.5% | $83,854-43.2% | $155,188-69.3% |
| Participation rate | 40.0% | 65.1%-25.1pp | 59.1%-19.1pp | 80.8%-40.8pp |
| Annual return | 21.53% | 28.97%-7.4pp | 31.39%-9.9pp | 148.84%-127.3pp |
| Employer contribution / active EE | $980 | $1,196-18.1% | $1,017-3.7% | $4,248-76.9% |
| Participant deferral / active EE | $3,060 | $2,367+29.3% | $2,035+50.3% | $6,531-53.2% |
| Admin fee / account holder | $872 | $3,518-75.2% | $3,197-72.7% | $14,480-94.0% |