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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 | $73,665 | $48,078+53.2% | $78,676-6.4% | $62,881+17.2% |
| Participation rate | 51.3% | 65.2%-13.9pp | 73.6%-22.3pp | 69.3%-18.0pp |
| Annual return | 8.84% | 31.36%-22.5pp | 62.19%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $529 | $2,015-73.7% | $2,850-81.4% | $2,281-76.8% |
| Participant deferral / active EE | $2,118 | $2,587-18.1% | $3,517-39.8% | $3,203-33.9% |
| Admin fee / account holder | $847 | $3,206-73.6% | $4,510-81.2% | $4,296-80.3% |