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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 | $47,936 | $86,050-44.3% | $189,758-74.7% | $94,015-49.0% |
| Participation rate | 55.8% | 68.9%-13.1pp | 79.8%-24.0pp | 70.8%-15.0pp |
| Annual return | 13.52% | 17.77%-4.3pp | 52.62%-39.1pp | 17.84%-4.3pp |
| Employer contribution / active EE | $846 | $2,819-70.0% | $4,767-82.2% | $2,790-69.7% |
| Participant deferral / active EE | $1,280 | $3,349-61.8% | $5,856-78.1% | $4,249-69.9% |
| Admin fee / account holder | $3,990 | $6,627-39.8% | $20,388-80.4% | $8,951-55.4% |