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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 | $59,545 | $45,082+32.1% | $69,464-14.3% | $72,975-18.4% |
| Participation rate | 39.6% | 68.5%-28.9pp | 74.6%-35.0pp | 69.5%-29.9pp |
| Annual return | 18.58% | 22.66%-4.1pp | 28.98%-10.4pp | 81.01%-62.4pp |
| Employer contribution / active EE | $851 | $2,055-58.6% | $2,779-69.4% | $2,440-65.1% |
| Participant deferral / active EE | $2,006 | $2,604-22.9% | $3,536-43.3% | $3,608-44.4% |
| Admin fee / account holder | $594 | $3,057-80.6% | $3,840-84.5% | $5,124-88.4% |