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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 | $93,063-21.8% | $153,476-52.6% | $80,911-10.1% |
| Participation rate | 50.6% | 69.0%-18.4pp | 77.1%-26.5pp | 67.6%-17.1pp |
| Annual return | 13.92% | 19.95%-6.0pp | 15.66%-1.7pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,998 | $3,507-43.0% | $5,038-60.3% | $2,756-27.5% |
| Participant deferral / active EE | $2,951 | $5,180-43.0% | $6,759-56.3% | $4,297-31.3% |
| Admin fee / account holder | $1,434 | $8,891-83.9% | $12,729-88.7% | $6,935-79.3% |