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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 | $61,656 | $70,002-11.9% | $115,038-46.4% | $52,331+17.8% |
| Participation rate | 32.3% | 72.1%-39.8pp | 81.4%-49.1pp | 68.1%-35.8pp |
| Annual return | 2.76% | 4.04%-1.3pp | 26.14%-23.4pp | 4.54%-1.8pp |
| Employer contribution / active EE | $1,450 | $2,715-46.6% | $4,608-68.5% | $1,882-22.9% |
| Participant deferral / active EE | $3,215 | $4,920-34.7% | $6,026-46.7% | $3,022+6.4% |
| Admin fee / account holder | $866 | $566+53.0% | $8,175-89.4% | $592+46.4% |