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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 | $63,700 | $41,377+53.9% | $109,313-41.7% | $62,881+1.3% |
| Participation rate | 39.1% | 57.5%-18.4pp | 71.3%-32.1pp | 69.3%-30.2pp |
| Annual return | 6.01% | 11.05%-5.0pp | 22.07%-16.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $930 | $1,276-27.1% | $3,892-76.1% | $2,281-59.2% |
| Participant deferral / active EE | $2,371 | $2,045+15.9% | $3,166-25.1% | $3,203-26.0% |
| Admin fee / account holder | $2,130 | $2,884-26.2% | $5,666-62.4% | $4,296-50.4% |