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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 | $72,738 | $93,055-21.8% | $153,741-52.7% | $80,959-10.2% |
| Participation rate | 50.6% | 69.0%-18.4pp | 77.1%-26.5pp | 67.7%-17.1pp |
| Annual return | 13.92% | 19.97%-6.1pp | 15.71%-1.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,998 | $3,504-43.0% | $5,042-60.4% | $2,757-27.5% |
| Participant deferral / active EE | $2,951 | $5,172-42.9% | $6,757-56.3% | $4,300-31.4% |
| Admin fee / account holder | $1,434 | $8,881-83.8% | $12,749-88.7% | $6,925-79.3% |