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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 | $68,660 | $87,132-21.2% | $105,624-35.0% | $80,959-15.2% |
| Participation rate | 51.2% | 70.4%-19.3pp | 75.3%-24.1pp | 67.7%-16.5pp |
| Annual return | 18.20% | 17.03%+1.2pp | 116.20%-98.0pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,305 | $2,397-45.6% | $3,168-58.8% | $2,757-52.7% |
| Participant deferral / active EE | $2,361 | $3,985-40.8% | $5,013-52.9% | $4,300-45.1% |
| Admin fee / account holder | $359 | $8,449-95.7% | $10,961-96.7% | $6,925-94.8% |