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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 | $65,118 | $58,523+11.3% | $99,475-34.5% | $72,975-10.8% |
| Participation rate | 37.8% | 64.6%-26.9pp | 73.8%-36.1pp | 69.5%-31.7pp |
| Annual return | 25.33% | 28.51%-3.2pp | 30.72%-5.4pp | 81.01%-55.7pp |
| Employer contribution / active EE | $417 | $1,512-72.4% | $2,540-83.6% | $2,440-82.9% |
| Participant deferral / active EE | $2,251 | $2,606-13.6% | $3,619-37.8% | $3,608-37.6% |
| Admin fee / account holder | $1,544 | $4,102-62.4% | $6,252-75.3% | $5,124-69.9% |