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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 | $76,689 | $59,804+28.2% | $81,982-6.5% | $79,856-4.0% |
| Participation rate | 21.6% | 61.6%-40.0pp | 69.3%-47.6pp | 69.6%-48.0pp |
| Annual return | 13.22% | 17.56%-4.3pp | 41.31%-28.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $977 | $1,713-43.0% | $2,498-60.9% | $2,471-60.5% |
| Participant deferral / active EE | $2,053 | $2,695-23.8% | $3,722-44.9% | $3,741-45.1% |
| Admin fee / account holder | $2,139 | $4,288-50.1% | $5,665-62.2% | $5,306-59.7% |