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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 | $80,717 | $67,602+19.4% | $82,312-1.9% | $70,126+15.1% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 13.88% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $673 | $1,755-61.7% | $2,428-72.3% | $2,343-71.3% |
| Participant deferral / active EE | $3,289 | $2,987+10.1% | $3,706-11.3% | $3,332-1.3% |
| Admin fee / account holder | $1,749 | $4,512-61.2% | $5,608-68.8% | $4,645-62.4% |