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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 | $82,014 | $163,671-49.9% | $155,556-47.3% | - |
| Participation rate | 36.4% | 63.4%-27.0pp | 78.2%-41.9pp | - |
| Annual return | 9.89% | 19.35%-9.5pp | 64.84%-54.9pp | - |
| Employer contribution / active EE | $1,302 | $2,499-47.9% | $4,675-72.1% | - |
| Participant deferral / active EE | $2,426 | $2,935-17.4% | $5,631-56.9% | - |
| Admin fee / account holder | $5,339 | $97,433-94.5% | $15,885-66.4% | - |