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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 | $64,559 | $58,851+9.7% | $115,170-43.9% | $72,975-11.5% |
| Participation rate | 26.9% | 65.5%-38.6pp | 75.9%-49.0pp | 69.5%-42.6pp |
| Annual return | 23.64% | 23.16%+0.5pp | 35.60%-12.0pp | 81.01%-57.4pp |
| Employer contribution / active EE | $587 | $1,798-67.4% | $3,179-81.5% | $2,440-75.9% |
| Participant deferral / active EE | $1,283 | $2,643-51.4% | $4,169-69.2% | $3,608-64.4% |
| Admin fee / account holder | $3,359 | $6,370-47.3% | $7,089-52.6% | $5,124-34.5% |