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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 | $39,430 | $63,082-37.5% | $81,716-51.7% | $79,852-50.6% |
| Participation rate | 57.7% | 67.5%-9.8pp | 72.0%-14.3pp | 69.6%-11.9pp |
| Annual return | 18.74% | 22.66%-3.9pp | 29.49%-10.8pp | 31.72%-13.0pp |
| Employer contribution / active EE | $1,027 | $1,795-42.8% | $4,310-76.2% | $2,471-58.5% |
| Participant deferral / active EE | $1,637 | $2,780-41.1% | $7,108-77.0% | $3,740-56.2% |
| Admin fee / account holder | $2,552 | $4,428-42.4% | $5,159-50.5% | $5,306-51.9% |