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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 | $57,709 | $54,757+5.4% | $90,300-36.1% | $72,983-20.9% |
| Participation rate | 26.5% | 65.1%-38.7pp | 73.3%-46.8pp | 69.5%-43.0pp |
| Annual return | 31.71% | 30.63%+1.1pp | 78.11%-46.4pp | 81.01%-49.3pp |
| Employer contribution / active EE | $485 | $2,092-76.8% | $2,854-83.0% | $2,440-80.1% |
| Participant deferral / active EE | $1,294 | $2,887-55.2% | $3,884-66.7% | $3,608-64.1% |
| Admin fee / account holder | $2,334 | $3,972-41.2% | $5,353-56.4% | $5,124-54.5% |