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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 | $39,493 | $97,550-59.5% | $120,344-67.2% | $87,485-54.9% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.7%-31.5pp | 68.9%-23.7pp |
| Annual return | 16.44% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,800 | $2,291-21.4% | $3,020-40.4% | $2,596-30.7% |
| Participant deferral / active EE | $3,730 | $4,230-11.8% | $5,135-27.4% | $4,274-12.7% |
| Admin fee / account holder | $3,017 | $9,543-68.4% | $12,742-76.3% | $7,775-61.2% |