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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 | $73,257 | $52,306+40.1% | $69,779+5.0% | $62,881+16.5% |
| Participation rate | 55.6% | 67.2%-11.7pp | 71.8%-16.3pp | 69.3%-13.7pp |
| Annual return | 5.63% | 13.35%-7.7pp | 12.99%-7.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $351 | $1,799-80.5% | $2,338-85.0% | $2,281-84.6% |
| Participant deferral / active EE | $1,680 | $2,395-29.9% | $2,931-42.7% | $3,203-47.6% |
| Admin fee / account holder | $2,114 | $3,691-42.7% | $4,381-51.8% | $4,296-50.8% |