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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 | $64,734+13.6% | $90,796-19.0% | $64,097+14.8% |
| Participation rate | 35.5% | 53.2%-17.7pp | 69.5%-34.0pp | 55.2%-19.7pp |
| Annual return | 15.16% | 17.77%-2.6pp | 19.29%-4.1pp | 34.64%-19.5pp |
| Employer contribution / active EE | $978 | $1,703-42.6% | $2,294-57.4% | $1,891-48.3% |
| Participant deferral / active EE | $2,245 | $2,629-14.6% | $3,822-41.3% | $3,080-27.1% |
| Admin fee / account holder | $4,343 | $3,474+25.0% | $7,024-38.2% | $3,454+25.7% |