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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 | $67,993 | $56,894+19.5% | $84,753-19.8% | $62,881+8.1% |
| Participation rate | 38.1% | 68.5%-30.4pp | 76.6%-38.5pp | 69.3%-31.2pp |
| Annual return | 6.81% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $923 | $2,400-61.5% | $3,574-74.2% | $2,281-59.5% |
| Participant deferral / active EE | $3,641 | $2,709+34.4% | $3,712-1.9% | $3,203+13.7% |
| Admin fee / account holder | $9,832 | $3,581+174.6% | $5,333+84.4% | $4,296+128.9% |