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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 | $37,076 | $106,280-65.1% | $96,538-61.6% | $139,487-73.4% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 17.37% | 38.48%-21.1pp | 35.74%-18.4pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,448 | $4,107-64.7% | $3,740-61.3% | $4,755-69.5% |
| Participant deferral / active EE | $4,016 | $5,457-26.4% | $4,880-17.7% | $6,713-40.2% |
| Admin fee / account holder | $730 | $7,888-90.7% | $6,737-89.2% | $11,407-93.6% |