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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 | $81,487 | $76,371+6.7% | $93,621-13.0% | $72,975+11.7% |
| Participation rate | 57.3% | 71.8%-14.4pp | 75.8%-18.5pp | 69.5%-12.2pp |
| Annual return | 22.51% | 25.82%-3.3pp | 32.76%-10.2pp | 81.01%-58.5pp |
| Employer contribution / active EE | $602 | $2,276-73.5% | $2,719-77.9% | $2,440-75.3% |
| Participant deferral / active EE | $2,179 | $3,538-38.4% | $4,070-46.5% | $3,608-39.6% |
| Admin fee / account holder | $12,971 | $6,839+89.7% | $7,890+64.4% | $5,124+153.1% |