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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 | $39,808 | $66,319-40.0% | $93,621-57.5% | $65,185-38.9% |
| Participation rate | 47.9% | 74.0%-26.1pp | 75.8%-27.9pp | 70.2%-22.3pp |
| Annual return | 22.35% | 42.59%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,206 | $2,013-40.1% | $2,719-55.6% | $2,177-44.6% |
| Participant deferral / active EE | $1,655 | $3,343-50.5% | $4,070-59.3% | $3,514-52.9% |
| Admin fee / account holder | $1,321 | $6,900-80.9% | $7,890-83.3% | $847+55.9% |