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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 | $62,086+20.8% | $90,259-16.9% | $64,340+16.6% |
| Participation rate | 29.4% | 53.9%-24.5pp | 70.7%-41.3pp | 55.2%-25.8pp |
| Annual return | 21.40% | 16.73%+4.7pp | 18.88%+2.5pp | 24.14%-2.7pp |
| Employer contribution / active EE | $957 | $1,883-49.2% | $2,291-58.2% | $1,862-48.6% |
| Participant deferral / active EE | $2,888 | $2,557+12.9% | $3,827-24.5% | $2,980-3.1% |
| Admin fee / account holder | $1,777 | $3,317-46.4% | $7,267-75.5% | $3,703-52.0% |