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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 | $60,817 | $48,076+26.5% | $78,693-22.7% | $62,891-3.3% |
| Participation rate | 36.6% | 65.2%-28.6pp | 73.6%-37.0pp | 69.3%-32.7pp |
| Annual return | 9.75% | 31.35%-21.6pp | 62.18%-52.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $865 | $2,015-57.1% | $2,850-69.6% | $2,281-62.1% |
| Participant deferral / active EE | $1,758 | $2,588-32.1% | $3,517-50.0% | $3,203-45.1% |
| Admin fee / account holder | $537 | $3,207-83.3% | $4,511-88.1% | $4,296-87.5% |