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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 | $71,437 | $121,671-41.3% | $211,142-66.2% | $64,340+11.0% |
| Participation rate | 34.6% | 76.5%-41.8pp | 87.3%-52.7pp | 55.2%-20.6pp |
| Annual return | 15.59% | 21.43%-5.8pp | 46.84%-31.3pp | 24.14%-8.6pp |
| Employer contribution / active EE | $1,191 | $4,066-70.7% | $6,442-81.5% | $1,862-36.0% |
| Participant deferral / active EE | $2,708 | $6,049-55.2% | $9,284-70.8% | $2,980-9.2% |
| Admin fee / account holder | $5,095 | $4,774+6.7% | $19,076-73.3% | $3,703+37.6% |