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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 | $78,025 | $123,478-36.8% | $216,567-64.0% | $94,015-17.0% |
| Participation rate | 55.0% | 75.1%-20.1pp | 81.6%-26.6pp | 70.8%-15.8pp |
| Annual return | 16.80% | 23.61%-6.8pp | 12.94%+3.9pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,160 | $3,136-63.0% | $5,216-77.8% | $2,790-58.4% |
| Participant deferral / active EE | $2,507 | $4,556-45.0% | $6,191-59.5% | $4,249-41.0% |
| Admin fee / account holder | $2,870 | $12,753-77.5% | $21,981-86.9% | $8,951-67.9% |