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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 | $75,763 | $54,763+38.3% | $90,324-16.1% | $72,976+3.8% |
| Participation rate | 30.5% | 65.2%-34.6pp | 73.3%-42.8pp | 69.5%-39.0pp |
| Annual return | 22.92% | 30.63%-7.7pp | 78.15%-55.2pp | 81.02%-58.1pp |
| Employer contribution / active EE | $430 | $2,093-79.5% | $2,856-84.9% | $2,440-82.4% |
| Participant deferral / active EE | $1,525 | $2,887-47.2% | $3,885-60.8% | $3,608-57.7% |
| Admin fee / account holder | $450 | $3,973-88.7% | $5,356-91.6% | $5,124-91.2% |