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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 | $84,336 | $57,752+46.0% | $112,273-24.9% | $71,511+17.9% |
| Participation rate | 36.4% | 58.8%-22.5pp | 72.4%-36.1pp | 67.9%-31.6pp |
| Annual return | 20.40% | 18.25%+2.1pp | 30.23%-9.8pp | 28.86%-8.5pp |
| Employer contribution / active EE | $984 | $1,912-48.5% | $3,431-71.3% | $2,589-62.0% |
| Participant deferral / active EE | $2,325 | $2,860-18.7% | $4,800-51.6% | $4,291-45.8% |
| Admin fee / account holder | $2,095 | $1,586+32.1% | $7,752-73.0% | $1,588+31.9% |