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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 | $72,431 | $85,515-15.3% | $112,040-35.4% | $67,986+6.5% |
| Participation rate | 39.1% | 68.2%-29.1pp | 76.5%-37.4pp | 57.2%-18.1pp |
| Annual return | 13.95% | 29.68%-15.7pp | 24.52%-10.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $975 | $2,191-55.5% | $2,954-67.0% | $2,019-51.7% |
| Participant deferral / active EE | $2,221 | $4,014-44.7% | $5,098-56.4% | $3,358-33.9% |
| Admin fee / account holder | $6,054 | $3,774+60.4% | $12,098-50.0% | $3,203+89.0% |