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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 | $73,059 | $91,474-20.1% | $135,982-46.3% | $71,529+2.1% |
| Participation rate | 39.8% | 75.7%-35.8pp | 81.9%-42.1pp | 67.9%-28.1pp |
| Annual return | 17.54% | 29.89%-12.4pp | 68.32%-50.8pp | 28.97%-11.4pp |
| Employer contribution / active EE | $1,554 | $3,705-58.1% | $4,859-68.0% | $2,590-40.0% |
| Participant deferral / active EE | $3,628 | $7,095-48.9% | $7,760-53.3% | $4,291-15.5% |
| Admin fee / account holder | $3,695 | $1,267+191.6% | $10,767-65.7% | $1,588+132.6% |