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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 | $37,766 | $67,602-44.1% | $82,312-54.1% | $70,126-46.1% |
| Participation rate | 43.2% | 72.8%-29.6pp | 76.9%-33.7pp | 69.5%-26.3pp |
| Annual return | 19.76% | 21.57%-1.8pp | 25.88%-6.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,177 | $1,755-32.9% | $2,428-51.5% | $2,343-49.7% |
| Participant deferral / active EE | $2,580 | $2,987-13.6% | $3,706-30.4% | $3,332-22.6% |
| Admin fee / account holder | $361 | $4,512-92.0% | $5,608-93.6% | $4,645-92.2% |