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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 | $37,809 | $79,867-52.7% | $120,344-68.6% | $64,340-41.2% |
| Participation rate | 37.1% | 63.0%-25.9pp | 76.7%-39.6pp | 55.2%-18.2pp |
| Annual return | 13.99% | 21.10%-7.1pp | 20.30%-6.3pp | 24.14%-10.1pp |
| Employer contribution / active EE | $1,113 | $1,925-42.2% | $3,020-63.1% | $1,862-40.2% |
| Participant deferral / active EE | $1,927 | $3,593-46.4% | $5,135-62.5% | $2,980-35.3% |
| Admin fee / account holder | $6,963 | $5,039+38.2% | $12,742-45.3% | $3,703+88.1% |