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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 | $72,308 | $54,757+32.1% | $90,304-19.9% | $72,975-0.9% |
| Participation rate | 30.0% | 65.2%-35.2pp | 73.3%-43.3pp | 69.5%-39.5pp |
| Annual return | 35.94% | 30.63%+5.3pp | 78.13%-42.2pp | 81.01%-45.1pp |
| Employer contribution / active EE | $935 | $2,093-55.3% | $2,855-67.3% | $2,440-61.7% |
| Participant deferral / active EE | $2,064 | $2,887-28.5% | $3,885-46.9% | $3,608-42.8% |
| Admin fee / account holder | $2,398 | $3,973-39.6% | $5,354-55.2% | $5,124-53.2% |