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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 | $73,481 | $109,620-33.0% | $148,496-50.5% | $94,015-21.8% |
| Participation rate | 46.2% | 71.3%-25.1pp | 76.0%-29.9pp | 70.8%-24.7pp |
| Annual return | 13.88% | 17.54%-3.7pp | 12.33%+1.6pp | 17.84%-4.0pp |
| Employer contribution / active EE | $1,497 | $2,618-42.8% | $3,497-57.2% | $2,790-46.4% |
| Participant deferral / active EE | $3,025 | $3,831-21.0% | $4,808-37.1% | $4,249-28.8% |
| Admin fee / account holder | $11,568 | $10,050+15.1% | $19,547-40.8% | $8,951+29.2% |