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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 | $36,829 | $54,763-32.7% | $90,324-59.2% | $72,976-49.5% |
| Participation rate | 60.6% | 65.2%-4.5pp | 73.3%-12.7pp | 69.5%-8.9pp |
| Annual return | 16.80% | 30.63%-13.8pp | 78.15%-61.3pp | 81.02%-64.2pp |
| Employer contribution / active EE | $887 | $2,093-57.6% | $2,856-68.9% | $2,440-63.7% |
| Participant deferral / active EE | $1,519 | $2,887-47.4% | $3,885-60.9% | $3,608-57.9% |
| Admin fee / account holder | $6,853 | $3,973+72.5% | $5,356+28.0% | $5,124+33.7% |