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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 | $73,646 | $83,485-11.8% | $125,195-41.2% | $72,976+0.9% |
| Participation rate | 41.8% | 73.3%-31.5pp | 79.8%-37.9pp | 69.5%-27.7pp |
| Annual return | 27.14% | 25.77%+1.4pp | 43.79%-16.7pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,567 | $2,346-33.2% | $3,866-59.5% | $2,440-35.8% |
| Participant deferral / active EE | $2,497 | $3,586-30.4% | $4,937-49.4% | $3,608-30.8% |
| Admin fee / account holder | $1,505 | $5,518-72.7% | $9,704-84.5% | $5,124-70.6% |