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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 | $58,168 | $86,940-33.1% | $102,434-43.2% | $80,935-28.1% |
| Participation rate | 65.5% | 72.4%-6.9pp | 76.5%-11.1pp | 67.7%-2.2pp |
| Annual return | 20.22% | 18.89%+1.3pp | 29.46%-9.2pp | 35.66%-15.4pp |
| Employer contribution / active EE | $920 | $2,370-61.2% | $3,023-69.6% | $2,757-66.6% |
| Participant deferral / active EE | $2,544 | $4,121-38.3% | $5,055-49.7% | $4,299-40.8% |
| Admin fee / account holder | $11,682 | $8,047+45.2% | $9,462+23.5% | $6,924+68.7% |