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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 | $73,638 | $114,712-35.8% | $173,730-57.6% | $87,485-15.8% |
| Participation rate | 54.3% | 73.0%-18.6pp | 79.6%-25.2pp | 68.9%-14.6pp |
| Annual return | 12.06% | 20.18%-8.1pp | 19.96%-7.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,720 | $2,904-40.8% | $4,577-62.4% | $2,596-33.8% |
| Participant deferral / active EE | $3,790 | $4,642-18.3% | $6,326-40.1% | $4,274-11.3% |
| Admin fee / account holder | $17,628 | $10,210+72.7% | $17,523+0.6% | $7,775+126.7% |