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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 | $73,556 | $62,086+18.5% | $90,259-18.5% | $64,340+14.3% |
| Participation rate | 35.5% | 53.9%-18.4pp | 70.7%-35.3pp | 55.2%-19.8pp |
| Annual return | 15.16% | 16.73%-1.6pp | 18.88%-3.7pp | 24.14%-9.0pp |
| Employer contribution / active EE | $978 | $1,883-48.0% | $2,291-57.3% | $1,862-47.5% |
| Participant deferral / active EE | $2,245 | $2,557-12.2% | $3,827-41.3% | $2,980-24.7% |
| Admin fee / account holder | $4,343 | $3,317+30.9% | $7,267-40.2% | $3,703+17.3% |