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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 | $57,061+18.2% | $85,063-20.7% | $80,911-16.7% |
| Participation rate | 37.3% | 56.3%-19.1pp | 67.5%-30.2pp | 67.6%-30.4pp |
| Annual return | 14.87% | 21.66%-6.8pp | 66.54%-51.7pp | 35.63%-20.8pp |
| Employer contribution / active EE | $758 | $1,799-57.9% | $2,727-72.2% | $2,756-72.5% |
| Participant deferral / active EE | $2,201 | $3,110-29.2% | $4,523-51.3% | $4,297-48.8% |
| Admin fee / account holder | $4,770 | $4,986-4.3% | $6,155-22.5% | $6,935-31.2% |