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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 | $76,409 | $109,620-30.3% | $148,496-48.5% | $94,015-18.7% |
| Participation rate | 49.0% | 71.3%-22.3pp | 76.0%-27.1pp | 70.8%-21.8pp |
| Annual return | 17.72% | 17.54%+0.2pp | 12.33%+5.4pp | 17.84%-0.1pp |
| Employer contribution / active EE | $881 | $2,618-66.4% | $3,497-74.8% | $2,790-68.4% |
| Participant deferral / active EE | $2,701 | $3,831-29.5% | $4,808-43.8% | $4,249-36.4% |
| Admin fee / account holder | $603 | $10,050-94.0% | $19,547-96.9% | $8,951-93.3% |