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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 | $74,340 | $57,828+28.6% | $117,039-36.5% | $70,126+6.0% |
| Participation rate | 62.2% | 67.1%-4.9pp | 77.2%-15.0pp | 69.5%-7.3pp |
| Annual return | 17.71% | 17.55%+0.2pp | 18.95%-1.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $570 | $1,816-68.6% | $3,785-85.0% | $2,343-75.7% |
| Participant deferral / active EE | $1,194 | $2,438-51.0% | $3,929-69.6% | $3,332-64.2% |
| Admin fee / account holder | $1,042 | $3,548-70.6% | $5,974-82.6% | $4,645-77.6% |