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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 | $66,250 | $58,493+13.3% | $84,021-21.2% | $72,975-9.2% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 22.68% | 28.93%-6.3pp | 71.32%-48.6pp | 81.01%-58.3pp |
| Employer contribution / active EE | $865 | $1,163-25.6% | $1,984-56.4% | $2,440-64.6% |
| Participant deferral / active EE | $2,255 | $2,394-5.8% | $3,239-30.4% | $3,608-37.5% |
| Admin fee / account holder | $2,549 | $4,569-44.2% | $6,102-58.2% | $5,124-50.3% |