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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 | $99,633-62.6% | $183,328-79.7% | $82,448-54.9% |
| Participation rate | 48.1% | 70.8%-22.6pp | 77.3%-29.2pp | 68.1%-19.9pp |
| Annual return | 23.81% | 17.84%+6.0pp | 29.67%-5.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,456 | $3,256-55.3% | $5,055-71.2% | $2,551-42.9% |
| Participant deferral / active EE | $3,649 | $4,938-26.1% | $6,795-46.3% | $4,139-11.8% |
| Admin fee / account holder | $486 | $9,934-95.1% | $21,427-97.7% | $7,234-93.3% |