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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 | $37,219 | $92,041-59.6% | $299,830-87.6% | $94,015-60.4% |
| Participation rate | 48.1% | 71.4%-23.3pp | 78.5%-30.4pp | 70.8%-22.7pp |
| Annual return | 23.81% | 15.24%+8.6pp | 10.58%+13.2pp | 17.84%+6.0pp |
| Employer contribution / active EE | $1,456 | $2,506-41.9% | $5,842-75.1% | $2,790-47.8% |
| Participant deferral / active EE | $3,649 | $4,287-14.9% | $7,038-48.1% | $4,249-14.1% |
| Admin fee / account holder | $486 | $8,997-94.6% | $50,982-99.0% | $8,951-94.6% |