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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 | $63,723 | $57,140+11.5% | $85,240-25.2% | $80,959-21.3% |
| Participation rate | 25.6% | 56.4%-30.8pp | 67.5%-41.9pp | 67.7%-42.1pp |
| Annual return | 18.93% | 21.71%-2.8pp | 66.75%-47.8pp | 35.67%-16.7pp |
| Employer contribution / active EE | $985 | $1,802-45.3% | $2,735-64.0% | $2,757-64.3% |
| Participant deferral / active EE | $2,147 | $3,115-31.1% | $4,527-52.6% | $4,300-50.1% |
| Admin fee / account holder | $1,025 | $4,992-79.5% | $6,165-83.4% | $6,925-85.2% |