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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 | $70,522 | $53,774+31.1% | $134,162-47.4% | $79,856-11.7% |
| Participation rate | 45.9% | 58.8%-12.9pp | 72.2%-26.3pp | 69.6%-23.7pp |
| Annual return | 21.91% | 19.01%+2.9pp | 36.35%-14.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $882 | $1,322-33.2% | $3,705-76.2% | $2,471-64.3% |
| Participant deferral / active EE | $2,157 | $2,420-10.9% | $3,500-38.4% | $3,741-42.3% |
| Admin fee / account holder | $1,670 | $3,985-58.1% | $6,685-75.0% | $5,306-68.5% |