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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 | $69,521 | $115,814-40.0% | $105,223-33.9% | - |
| Participation rate | 61.6% | 57.0%+4.6pp | 75.0%-13.4pp | - |
| Annual return | 16.15% | 16.00%+0.2pp | 180.65%-164.5pp | - |
| Employer contribution / active EE | $1,397 | $2,099-33.4% | $3,689-62.1% | - |
| Participant deferral / active EE | $5,014 | $3,710+35.1% | $5,072-1.1% | - |
| Admin fee / account holder | $4,127 | $7,174-42.5% | $8,859-53.4% | - |