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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 | $67,428 | $42,683+58.0% | $112,860-40.3% | $64,340+4.8% |
| Participation rate | 38.5% | 58.7%-20.1pp | 66.3%-27.8pp | 55.2%-16.7pp |
| Annual return | 23.00% | 60.53%-37.5pp | 35.26%-12.3pp | 24.14%-1.1pp |
| Employer contribution / active EE | $818 | $1,274-35.8% | $2,206-62.9% | $1,862-56.1% |
| Participant deferral / active EE | $2,267 | $2,315-2.1% | $3,493-35.1% | $2,980-23.9% |
| Admin fee / account holder | $1,425 | $3,670-61.2% | $6,841-79.2% | $3,703-61.5% |