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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 | $63,748 | $45,312+40.7% | $86,233-26.1% | $67,986-6.2% |
| Participation rate | 37.4% | 42.4%-5.1pp | 69.0%-31.7pp | 57.2%-19.8pp |
| Annual return | 18.51% | 24.79%-6.3pp | 61.39%-42.9pp | 31.67%-13.2pp |
| Employer contribution / active EE | $719 | $1,160-38.0% | $2,504-71.3% | $2,019-64.4% |
| Participant deferral / active EE | $1,263 | $2,185-42.2% | $4,559-72.3% | $3,358-62.4% |
| Admin fee / account holder | $2,150 | $3,295-34.8% | $8,342-74.2% | $3,203-32.9% |