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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 | $85,584 | $56,894+50.4% | $84,753+1.0% | $62,881+36.1% |
| Participation rate | 32.2% | 68.5%-36.3pp | 76.6%-44.4pp | 69.3%-37.1pp |
| Annual return | 19.35% | 6.30%+13.1pp | 22.78%-3.4pp | 20.14%-0.8pp |
| Employer contribution / active EE | $865 | $2,400-63.9% | $3,574-75.8% | $2,281-62.1% |
| Participant deferral / active EE | $1,899 | $2,709-29.9% | $3,712-48.8% | $3,203-40.7% |
| Admin fee / account holder | $2,490 | $3,581-30.5% | $5,333-53.3% | $4,296-42.0% |