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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 | $60,216 | $86,938-30.7% | $102,423-41.2% | $80,925-25.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.2pp |
| Annual return | 20.35% | 18.89%+1.5pp | 29.42%-9.1pp | 35.65%-15.3pp |
| Employer contribution / active EE | $866 | $2,369-63.5% | $3,023-71.4% | $2,756-68.6% |
| Participant deferral / active EE | $2,231 | $4,120-45.8% | $5,054-55.9% | $4,299-48.1% |
| Admin fee / account holder | $2,587 | $8,053-67.9% | $9,455-72.6% | $6,940-62.7% |