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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 | $57,057+11.7% | $85,009-25.0% | $80,874-21.2% |
| Participation rate | 25.6% | 56.4%-30.7pp | 67.5%-41.9pp | 67.6%-42.0pp |
| Annual return | 18.93% | 21.66%-2.7pp | 66.47%-47.5pp | 35.62%-16.7pp |
| Employer contribution / active EE | $985 | $1,799-45.2% | $2,728-63.9% | $2,756-64.3% |
| Participant deferral / active EE | $2,147 | $3,112-31.0% | $4,522-52.5% | $4,297-50.0% |
| Admin fee / account holder | $1,025 | $4,986-79.4% | $6,153-83.3% | $6,935-85.2% |