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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 | $63,199 | $219,709-71.2% | $109,173-42.1% | - |
| Participation rate | 49.5% | 61.5%-12.0pp | 75.9%-26.4pp | - |
| Annual return | 35.32% | 14.84%+20.5pp | 25.75%+9.6pp | - |
| Employer contribution / active EE | $1,794 | $2,247-20.2% | $3,723-51.8% | - |
| Participant deferral / active EE | $3,116 | $3,260-4.4% | $4,654-33.0% | - |
| Admin fee / account holder | $2,172 | $13,236-83.6% | $6,755-67.8% | - |