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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 | $65,049 | $87,180-25.4% | $173,703-62.6% | $94,015-30.8% |
| Participation rate | 41.7% | 65.6%-23.9pp | 75.9%-34.2pp | 70.8%-29.2pp |
| Annual return | 14.53% | 14.17%+0.4pp | 17.46%-2.9pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,061 | $2,494-57.5% | $4,288-75.3% | $2,790-62.0% |
| Participant deferral / active EE | $1,970 | $3,343-41.1% | $4,854-59.4% | $4,249-53.7% |
| Admin fee / account holder | $1,434 | $7,506-80.9% | $15,562-90.8% | $8,951-84.0% |