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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 | $67,173 | $81,476-17.6% | $102,383-34.4% | $80,925-17.0% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 14.26% | 25.59%-11.3pp | 24.94%-10.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $806 | $3,105-74.0% | $3,870-79.2% | $2,756-70.8% |
| Participant deferral / active EE | $2,134 | $3,871-44.9% | $5,060-57.8% | $4,299-50.3% |
| Admin fee / account holder | $4,024 | $6,717-40.1% | $8,391-52.0% | $6,940-42.0% |