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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 | $69,549 | $83,485-16.7% | $125,192-44.4% | $72,975-4.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 32.60% | 25.77%+6.8pp | 43.79%-11.2pp | 81.01%-48.4pp |
| Employer contribution / active EE | $1,388 | $2,346-40.8% | $3,866-64.1% | $2,440-43.1% |
| Participant deferral / active EE | $2,704 | $3,586-24.6% | $4,937-45.2% | $3,608-25.0% |
| Admin fee / account holder | $2,889 | $5,518-47.6% | $9,704-70.2% | $5,124-43.6% |