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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 | $65,400 | $53,774+21.6% | $134,162-51.3% | $79,856-18.1% |
| Participation rate | 41.4% | 58.8%-17.4pp | 72.2%-30.8pp | 69.6%-28.3pp |
| Annual return | 13.12% | 19.01%-5.9pp | 36.35%-23.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $404 | $1,322-69.4% | $3,705-89.1% | $2,471-83.6% |
| Participant deferral / active EE | $2,347 | $2,420-3.0% | $3,500-32.9% | $3,741-37.2% |
| Admin fee / account holder | $4,620 | $3,985+15.9% | $6,685-30.9% | $5,306-12.9% |