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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 | $71,997 | $179,444-59.9% | $124,206-42.0% | - |
| Participation rate | 26.3% | 59.5%-33.2pp | 69.6%-43.3pp | - |
| Annual return | 16.22% | 15.96%+0.3pp | 515.27%-499.1pp | - |
| Employer contribution / active EE | $923 | $1,879-50.9% | $3,540-73.9% | - |
| Participant deferral / active EE | $1,837 | $3,588-48.8% | $3,968-53.7% | - |
| Admin fee / account holder | $6,354 | $21,474-70.4% | $5,929+7.2% | - |