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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 | $72,091 | $53,774+34.1% | $134,162-46.3% | $79,852-9.7% |
| Participation rate | 54.8% | 58.8%-3.9pp | 72.2%-17.3pp | 69.6%-14.8pp |
| Annual return | 13.94% | 19.01%-5.1pp | 36.35%-22.4pp | 31.72%-17.8pp |
| Employer contribution / active EE | $735 | $1,322-44.4% | $3,705-80.2% | $2,471-70.3% |
| Participant deferral / active EE | $5,263 | $2,420+117.5% | $3,500+50.4% | $3,740+40.7% |
| Admin fee / account holder | $376 | $3,985-90.6% | $6,685-94.4% | $5,306-92.9% |