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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 | $55,564 | $97,550-43.0% | $120,344-53.8% | $87,485-36.5% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.7%-7.7pp | 68.9%+0.1pp |
| Annual return | 12.18% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.9pp |
| Employer contribution / active EE | $811 | $2,291-64.6% | $3,020-73.2% | $2,596-68.8% |
| Participant deferral / active EE | $2,410 | $4,230-43.0% | $5,135-53.1% | $4,274-43.6% |
| Admin fee / account holder | $1,349 | $9,543-85.9% | $12,742-89.4% | $7,775-82.7% |