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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 | $66,975 | $63,456+5.5% | $100,712-33.5% | $64,097+4.5% |
| Participation rate | 34.5% | 49.7%-15.1pp | 69.3%-34.7pp | 55.2%-20.7pp |
| Annual return | 22.92% | 19.65%+3.3pp | 33.27%-10.4pp | 34.64%-11.7pp |
| Employer contribution / active EE | $695 | $1,003-30.7% | $2,313-70.0% | $1,891-63.3% |
| Participant deferral / active EE | $1,988 | $2,463-19.3% | $4,085-51.3% | $3,080-35.5% |
| Admin fee / account holder | $9,263 | $4,808+92.7% | $9,256+0.1% | $3,454+168.1% |