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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 | $75,832 | $87,465-13.3% | $122,979-38.3% | $65,306+16.1% |
| Participation rate | 41.9% | 66.0%-24.1pp | 77.2%-35.3pp | 57.7%-15.8pp |
| Annual return | 15.46% | 19.76%-4.3pp | 20.12%-4.7pp | 21.94%-6.5pp |
| Employer contribution / active EE | $1,275 | $2,156-40.9% | $3,062-58.4% | $1,967-35.2% |
| Participant deferral / active EE | $2,607 | $3,705-29.6% | $5,003-47.9% | $2,959-11.9% |
| Admin fee / account holder | $2,436 | $5,100-52.2% | $12,864-81.1% | $3,480-30.0% |