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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 | $77,676 | $85,515-9.2% | $112,040-30.7% | $67,986+14.3% |
| Participation rate | 49.6% | 68.2%-18.6pp | 76.5%-26.9pp | 57.2%-7.6pp |
| Annual return | 12.88% | 29.68%-16.8pp | 24.52%-11.6pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,229 | $2,191-43.9% | $2,954-58.4% | $2,019-39.1% |
| Participant deferral / active EE | $1,798 | $4,014-55.2% | $5,098-64.7% | $3,358-46.5% |
| Admin fee / account holder | $4,792 | $3,774+27.0% | $12,098-60.4% | $3,203+49.6% |