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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 | $41,514 | $78,015-46.8% | $178,505-76.7% | $80,959-48.7% |
| Participation rate | 42.1% | 65.7%-23.6pp | 77.1%-35.0pp | 67.7%-25.6pp |
| Annual return | 11.41% | 18.10%-6.7pp | 27.16%-15.7pp | 35.67%-24.3pp |
| Employer contribution / active EE | $920 | $2,281-59.7% | $3,955-76.7% | $2,757-66.6% |
| Participant deferral / active EE | $1,711 | $4,406-61.2% | $6,280-72.8% | $4,300-60.2% |
| Admin fee / account holder | $1,641 | $7,160-77.1% | $10,428-84.3% | $6,925-76.3% |