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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 | $67,432 | $57,140+18.0% | $85,240-20.9% | $80,959-16.7% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.7%-30.4pp |
| Annual return | 14.87% | 21.71%-6.8pp | 66.75%-51.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $758 | $1,802-57.9% | $2,735-72.3% | $2,757-72.5% |
| Participant deferral / active EE | $2,201 | $3,115-29.3% | $4,527-51.4% | $4,300-48.8% |
| Admin fee / account holder | $4,770 | $4,992-4.4% | $6,165-22.6% | $6,925-31.1% |