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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 | $76,682 | $63,773+20.2% | $81,286-5.7% | $80,925-5.2% |
| Participation rate | 21.0% | 63.9%-42.9pp | 69.5%-48.6pp | 67.7%-46.7pp |
| Annual return | 12.73% | 16.37%-3.6pp | 24.80%-12.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $764 | $1,979-61.4% | $2,463-69.0% | $2,756-72.3% |
| Participant deferral / active EE | $2,399 | $3,093-22.4% | $3,883-38.2% | $4,299-44.2% |
| Admin fee / account holder | $1,501 | $5,682-73.6% | $5,764-74.0% | $6,940-78.4% |