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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 | $79,867-22.9% | $120,344-48.9% | $64,340-4.3% |
| Participation rate | 39.8% | 63.0%-23.2pp | 76.7%-36.9pp | 55.2%-15.4pp |
| Annual return | 17.81% | 21.10%-3.3pp | 20.30%-2.5pp | 24.14%-6.3pp |
| Employer contribution / active EE | $975 | $1,925-49.3% | $3,020-67.7% | $1,862-47.6% |
| Participant deferral / active EE | $2,460 | $3,593-31.5% | $5,135-52.1% | $2,980-17.4% |
| Admin fee / account holder | $2,850 | $5,039-43.4% | $12,742-77.6% | $3,703-23.0% |