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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 | $72,354 | $106,524-32.1% | $152,301-52.5% | $87,485-17.3% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.4%-34.3pp | 68.9%-20.8pp |
| Annual return | 18.23% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,310 | $3,371-61.2% | $4,624-71.7% | $2,596-49.6% |
| Participant deferral / active EE | $5,519 | $6,525-15.4% | $8,004-31.0% | $4,274+29.1% |
| Admin fee / account holder | $9,572 | $8,287+15.5% | $14,398-33.5% | $7,775+23.1% |