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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 | $41,178 | $46,688-11.8% | $189,758-78.3% | $69,733-40.9% |
| Participation rate | 47.6% | 61.7%-14.1pp | 79.8%-32.1pp | 62.5%-14.8pp |
| Annual return | 16.64% | 14.35%+2.3pp | 52.62%-36.0pp | 15.22%+1.4pp |
| Employer contribution / active EE | $1,129 | $1,695-33.4% | $4,767-76.3% | $2,250-49.8% |
| Participant deferral / active EE | $2,314 | $2,143+8.0% | $5,856-60.5% | $3,054-24.3% |
| Admin fee / account holder | $3,417 | $1,700+100.9% | $20,388-83.2% | $3,102+10.1% |