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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 | $68,325 | $76,551-10.7% | $123,894-44.9% | $62,881+8.7% |
| Participation rate | 52.1% | 73.0%-20.9pp | 81.4%-29.3pp | 69.3%-17.2pp |
| Annual return | 6.49% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,389 | $2,882-51.8% | $4,617-69.9% | $2,281-39.1% |
| Participant deferral / active EE | $2,141 | $4,840-55.8% | $5,984-64.2% | $3,203-33.1% |
| Admin fee / account holder | $6,248 | $4,826+29.5% | $8,357-25.2% | $4,296+45.4% |