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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 | $69,062 | $104,098-33.7% | $140,514-50.9% | $94,015-26.5% |
| Participation rate | 57.1% | 73.7%-16.6pp | 77.8%-20.7pp | 70.8%-13.7pp |
| Annual return | 14.68% | 15.14%-0.5pp | 14.36%+0.3pp | 17.84%-3.2pp |
| Employer contribution / active EE | $827 | $2,388-65.4% | $3,378-75.5% | $2,790-70.4% |
| Participant deferral / active EE | $2,666 | $4,033-33.9% | $4,919-45.8% | $4,249-37.3% |
| Admin fee / account holder | $16,089 | $10,439+54.1% | $13,697+17.5% | $8,951+79.7% |