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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 | $67,259 | $41,377+62.6% | $109,313-38.5% | $62,881+7.0% |
| Participation rate | 65.3% | 57.5%+7.8pp | 71.3%-6.0pp | 69.3%-4.0pp |
| Annual return | 5.16% | 11.05%-5.9pp | 22.07%-16.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $609 | $1,276-52.3% | $3,892-84.4% | $2,281-73.3% |
| Participant deferral / active EE | $1,327 | $2,045-35.1% | $3,166-58.1% | $3,203-58.6% |
| Admin fee / account holder | $2,023 | $2,884-29.8% | $5,666-64.3% | $4,296-52.9% |