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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 | $76,075 | $49,255+54.5% | $70,494+7.9% | $79,856-4.7% |
| Participation rate | 30.6% | 69.2%-38.5pp | 75.1%-44.4pp | 69.6%-39.0pp |
| Annual return | 15.18% | 30.10%-14.9pp | 109.16%-94.0pp | 31.71%-16.5pp |
| Employer contribution / active EE | $768 | $2,100-63.4% | $2,738-72.0% | $2,471-68.9% |
| Participant deferral / active EE | $2,201 | $2,768-20.5% | $3,711-40.7% | $3,741-41.2% |
| Admin fee / account holder | $1,955 | $2,879-32.1% | $3,848-49.2% | $5,306-63.2% |