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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 | $63,121 | $45,082+40.0% | $69,464-9.1% | $72,975-13.5% |
| Participation rate | 27.9% | 68.5%-40.6pp | 74.6%-46.7pp | 69.5%-41.6pp |
| Annual return | 22.30% | 22.66%-0.4pp | 28.98%-6.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $858 | $2,055-58.2% | $2,779-69.1% | $2,440-64.8% |
| Participant deferral / active EE | $1,339 | $2,604-48.6% | $3,536-62.1% | $3,608-62.9% |
| Admin fee / account holder | $4,396 | $3,057+43.8% | $3,840+14.5% | $5,124-14.2% |