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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 | $63,012 | $45,082+39.8% | $69,464-9.3% | $72,975-13.7% |
| Participation rate | 46.9% | 68.5%-21.6pp | 74.6%-27.7pp | 69.5%-22.6pp |
| Annual return | 6.86% | 22.66%-15.8pp | 28.98%-22.1pp | 81.01%-74.2pp |
| Employer contribution / active EE | $627 | $2,055-69.5% | $2,779-77.4% | $2,440-74.3% |
| Participant deferral / active EE | $1,020 | $2,604-60.8% | $3,536-71.1% | $3,608-71.7% |
| Admin fee / account holder | $3,885 | $3,057+27.1% | $3,840+1.2% | $5,124-24.2% |