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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 | $69,080 | $81,331-15.1% | $155,534-55.6% | $80,935-14.6% |
| Participation rate | 35.1% | 66.3%-31.1pp | 78.2%-43.1pp | 67.7%-32.5pp |
| Annual return | 22.12% | 33.37%-11.3pp | 64.92%-42.8pp | 35.66%-13.5pp |
| Employer contribution / active EE | $667 | $3,105-78.5% | $4,675-85.7% | $2,757-75.8% |
| Participant deferral / active EE | $1,972 | $3,454-42.9% | $5,630-65.0% | $4,299-54.1% |
| Admin fee / account holder | $1,906 | $7,999-76.2% | $15,900-88.0% | $6,924-72.5% |