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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 | $61,542 | $85,515-28.0% | $112,040-45.1% | $67,986-9.5% |
| Participation rate | 39.8% | 68.2%-28.4pp | 76.5%-36.7pp | 57.2%-17.4pp |
| Annual return | 17.81% | 29.68%-11.9pp | 24.52%-6.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $975 | $2,191-55.5% | $2,954-67.0% | $2,019-51.7% |
| Participant deferral / active EE | $2,460 | $4,014-38.7% | $5,098-51.7% | $3,358-26.7% |
| Admin fee / account holder | $2,850 | $3,774-24.5% | $12,098-76.4% | $3,203-11.0% |