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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 | $61,199 | $83,898-27.1% | $133,346-54.1% | $94,015-34.9% |
| Participation rate | 55.6% | 63.4%-7.8pp | 72.8%-17.3pp | 70.8%-15.3pp |
| Annual return | 17.15% | 16.00%+1.2pp | 36.85%-19.7pp | 17.84%-0.7pp |
| Employer contribution / active EE | $2,063 | $1,821+13.3% | $2,853-27.7% | $2,790-26.1% |
| Participant deferral / active EE | $2,901 | $3,245-10.6% | $4,332-33.0% | $4,249-31.7% |
| Admin fee / account holder | $3,800 | $7,809-51.3% | $14,264-73.4% | $8,951-57.6% |