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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 | $63,681 | $97,550-34.7% | $120,344-47.1% | $87,485-27.2% |
| Participation rate | 48.2% | 72.8%-24.6pp | 76.7%-28.5pp | 68.9%-20.7pp |
| Annual return | 12.08% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,503 | $2,291-34.4% | $3,020-50.2% | $2,596-42.1% |
| Participant deferral / active EE | $3,311 | $4,230-21.7% | $5,135-35.5% | $4,274-22.5% |
| Admin fee / account holder | $3,425 | $9,543-64.1% | $12,742-73.1% | $7,775-56.0% |