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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 | $67,258 | $72,492-7.2% | $87,102-22.8% | $72,983-7.8% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.9%-45.6pp | 69.5%-38.2pp |
| Annual return | 28.73% | 24.46%+4.3pp | 28.19%+0.5pp | 81.01%-52.3pp |
| Employer contribution / active EE | $549 | $1,894-71.0% | $2,521-78.2% | $2,440-77.5% |
| Participant deferral / active EE | $1,692 | $3,270-48.2% | $4,048-58.2% | $3,608-53.1% |
| Admin fee / account holder | $2,603 | $5,055-48.5% | $7,491-65.3% | $5,124-49.2% |