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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 | $76,402 | $54,757+39.5% | $90,304-15.4% | $72,975+4.7% |
| Participation rate | 32.7% | 65.2%-32.4pp | 73.3%-40.5pp | 69.5%-36.8pp |
| Annual return | 20.73% | 30.63%-9.9pp | 78.13%-57.4pp | 81.01%-60.3pp |
| Employer contribution / active EE | $801 | $2,093-61.8% | $2,855-72.0% | $2,440-67.2% |
| Participant deferral / active EE | $1,239 | $2,887-57.1% | $3,885-68.1% | $3,608-65.6% |
| Admin fee / account holder | $1,081 | $3,973-72.8% | $5,354-79.8% | $5,124-78.9% |