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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 | $73,303 | $47,848+53.2% | $81,473-10.0% | $70,126+4.5% |
| Participation rate | 51.5% | 58.3%-6.8pp | 68.0%-16.4pp | 69.5%-18.0pp |
| Annual return | 21.51% | 27.25%-5.7pp | 38.78%-17.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $949 | $1,527-37.9% | $2,568-63.0% | $2,343-59.5% |
| Participant deferral / active EE | $2,542 | $2,453+3.6% | $3,537-28.1% | $3,332-23.7% |
| Admin fee / account holder | $1,803 | $3,145-42.7% | $4,561-60.5% | $4,645-61.2% |