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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 | $71,243 | $38,055+87.2% | $85,240-16.4% | - |
| Participation rate | 39.4% | 49.1%-9.7pp | 67.5%-28.1pp | - |
| Annual return | 14.37% | 16.40%-2.0pp | 66.75%-52.4pp | - |
| Employer contribution / active EE | $1,395 | $1,474-5.4% | $2,735-49.0% | - |
| Participant deferral / active EE | $2,629 | $2,088+25.9% | $4,527-41.9% | - |
| Admin fee / account holder | $3,772 | $2,166+74.1% | $6,165-38.8% | - |