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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 | $69,235 | $57,140+21.2% | $85,240-18.8% | $80,959-14.5% |
| Participation rate | 36.5% | 56.4%-19.9pp | 67.5%-31.0pp | 67.7%-31.2pp |
| Annual return | 12.25% | 21.71%-9.5pp | 66.75%-54.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $827 | $1,802-54.1% | $2,735-69.8% | $2,757-70.0% |
| Participant deferral / active EE | $2,219 | $3,115-28.8% | $4,527-51.0% | $4,300-48.4% |
| Admin fee / account holder | $5,090 | $4,992+2.0% | $6,165-17.4% | $6,925-26.5% |