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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 | $86,949-30.7% | $102,460-41.2% | $80,959-25.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.2pp |
| Annual return | 20.35% | 18.89%+1.5pp | 29.47%-9.1pp | 35.67%-15.3pp |
| Employer contribution / active EE | $866 | $2,370-63.5% | $3,025-71.4% | $2,757-68.6% |
| Participant deferral / active EE | $2,231 | $4,121-45.9% | $5,056-55.9% | $4,300-48.1% |
| Admin fee / account holder | $2,587 | $8,048-67.9% | $9,460-72.7% | $6,925-62.6% |