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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 | $68,307 | $81,474-16.2% | $133,971-49.0% | $73,493-7.1% |
| Participation rate | 55.4% | 76.4%-21.0pp | 79.8%-24.5pp | 70.7%-15.3pp |
| Annual return | 20.56% | 19.40%+1.2pp | 45.09%-24.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,434 | $2,209-35.1% | $3,919-63.4% | $2,270-36.8% |
| Participant deferral / active EE | $3,531 | $3,786-6.8% | $5,047-30.0% | $3,740-5.6% |
| Admin fee / account holder | $415 | $713-41.8% | $8,929-95.4% | $513-19.1% |