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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 | $75,021 | $63,904+17.4% | $89,340-16.0% | $67,986+10.3% |
| Participation rate | 29.4% | 54.3%-24.9pp | 69.6%-40.2pp | 57.2%-27.8pp |
| Annual return | 21.40% | 18.09%+3.3pp | 20.57%+0.8pp | 31.67%-10.3pp |
| Employer contribution / active EE | $957 | $1,627-41.2% | $2,231-57.1% | $2,019-52.6% |
| Participant deferral / active EE | $2,888 | $2,691+7.3% | $3,823-24.4% | $3,358-14.0% |
| Admin fee / account holder | $1,777 | $3,315-46.4% | $6,704-73.5% | $3,203-44.5% |