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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 | $75,066 | $57,590+30.3% | $86,233-13.0% | $82,448-9.0% |
| Participation rate | 44.4% | 57.9%-13.4pp | 69.0%-24.6pp | 68.1%-23.6pp |
| Annual return | 13.78% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $936 | $1,655-43.4% | $2,504-62.6% | $2,551-63.3% |
| Participant deferral / active EE | $2,313 | $3,080-24.9% | $4,559-49.3% | $4,139-44.1% |
| Admin fee / account holder | $2,090 | $4,730-55.8% | $8,342-75.0% | $7,234-71.1% |