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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 | $67,449 | $83,485-19.2% | $125,180-46.1% | $72,983-7.6% |
| Participation rate | 45.6% | 73.3%-27.8pp | 79.8%-34.2pp | 69.5%-23.9pp |
| Annual return | 21.05% | 25.78%-4.7pp | 43.79%-22.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,079 | $2,346-54.0% | $3,866-72.1% | $2,440-55.8% |
| Participant deferral / active EE | $2,456 | $3,586-31.5% | $4,937-50.2% | $3,608-31.9% |
| Admin fee / account holder | $7,179 | $5,518+30.1% | $9,703-26.0% | $5,124+40.1% |