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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 | $65,650 | $52,682+24.6% | $78,004-15.8% | $64,097+2.4% |
| Participation rate | 22.6% | 47.7%-25.1pp | 69.4%-46.8pp | 55.2%-32.5pp |
| Annual return | 15.56% | 22.45%-6.9pp | 31.07%-15.5pp | 34.64%-19.1pp |
| Employer contribution / active EE | $772 | $1,323-41.7% | $2,469-68.7% | $1,891-59.2% |
| Participant deferral / active EE | $1,797 | $2,346-23.4% | $4,092-56.1% | $3,080-41.7% |
| Admin fee / account holder | $789 | $5,420-85.4% | $7,578-89.6% | $3,454-77.2% |