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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 | $75,329 | $109,620-31.3% | $148,496-49.3% | $94,015-19.9% |
| Participation rate | 57.1% | 71.3%-14.1pp | 76.0%-18.9pp | 70.8%-13.7pp |
| Annual return | 17.02% | 17.54%-0.5pp | 12.33%+4.7pp | 17.84%-0.8pp |
| Employer contribution / active EE | $827 | $2,618-68.4% | $3,497-76.4% | $2,790-70.4% |
| Participant deferral / active EE | $2,387 | $3,831-37.7% | $4,808-50.4% | $4,249-43.8% |
| Admin fee / account holder | $991 | $10,050-90.1% | $19,547-94.9% | $8,951-88.9% |