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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 | $73,132 | $57,828+26.5% | $117,039-37.5% | $70,126+4.3% |
| Participation rate | 31.3% | 67.1%-35.9pp | 77.2%-45.9pp | 69.5%-38.3pp |
| Annual return | 15.93% | 17.55%-1.6pp | 18.95%-3.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $824 | $1,816-54.6% | $3,785-78.2% | $2,343-64.8% |
| Participant deferral / active EE | $2,147 | $2,438-11.9% | $3,929-45.4% | $3,332-35.6% |
| Admin fee / account holder | $878 | $3,548-75.2% | $5,974-85.3% | $4,645-81.1% |