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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 | $52,339 | $138,385-62.2% | $184,243-71.6% | $80,925-35.3% |
| Participation rate | 63.5% | 83.9%-20.4pp | 86.8%-23.4pp | 67.7%-4.2pp |
| Annual return | 20.80% | 20.02%+0.8pp | 28.82%-8.0pp | 35.65%-14.8pp |
| Employer contribution / active EE | $1,876 | $4,851-61.3% | $6,427-70.8% | $2,756-31.9% |
| Participant deferral / active EE | $3,369 | $7,075-52.4% | $9,132-63.1% | $4,299-21.6% |
| Admin fee / account holder | $9,692 | $10,489-7.6% | $13,914-30.3% | $6,940+39.6% |