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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 | $64,483 | $109,620-41.2% | $148,496-56.6% | $94,015-31.4% |
| Participation rate | 38.1% | 71.3%-33.2pp | 76.0%-37.9pp | 70.8%-32.7pp |
| Annual return | 13.90% | 17.54%-3.6pp | 12.33%+1.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $672 | $2,618-74.3% | $3,497-80.8% | $2,790-75.9% |
| Participant deferral / active EE | $1,960 | $3,831-48.8% | $4,808-59.2% | $4,249-53.9% |
| Admin fee / account holder | $13,086 | $10,050+30.2% | $19,547-33.1% | $8,951+46.2% |