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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 | $65,927 | $97,550-32.4% | $120,344-45.2% | $87,485-24.6% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.7%-36.7pp | 68.9%-28.9pp |
| Annual return | 12.20% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,052 | $2,291-54.1% | $3,020-65.2% | $2,596-59.5% |
| Participant deferral / active EE | $2,579 | $4,230-39.0% | $5,135-49.8% | $4,274-39.7% |
| Admin fee / account holder | $15,154 | $9,543+58.8% | $12,742+18.9% | $7,775+94.9% |