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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 | $75,464 | $56,287+34.1% | $80,977-6.8% | $62,881+20.0% |
| Participation rate | 35.3% | 68.9%-33.6pp | 75.8%-40.5pp | 69.3%-34.0pp |
| Annual return | 8.28% | 22.13%-13.9pp | 17.11%-8.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $340 | $1,943-82.5% | $3,715-90.8% | $2,281-85.1% |
| Participant deferral / active EE | $2,688 | $4,196-35.9% | $5,696-52.8% | $3,203-16.1% |
| Admin fee / account holder | $3,328 | $3,742-11.1% | $5,517-39.7% | $4,296-22.5% |