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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 | $46,151 | $56,894-18.9% | $84,753-45.5% | $62,881-26.6% |
| Participation rate | 37.8% | 68.5%-30.7pp | 76.6%-38.8pp | 69.3%-31.5pp |
| Annual return | 5.29% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,956 | $2,400-18.5% | $3,574-45.3% | $2,281-14.2% |
| Participant deferral / active EE | $3,736 | $2,709+37.9% | $3,712+0.7% | $3,203+16.6% |
| Admin fee / account holder | $16,019 | $3,581+347.3% | $5,333+200.4% | $4,296+272.9% |