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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 | $79,877 | $76,371+4.6% | $93,621-14.7% | $72,975+9.5% |
| Participation rate | 53.1% | 71.8%-18.6pp | 75.8%-22.7pp | 69.5%-16.4pp |
| Annual return | 18.94% | 25.82%-6.9pp | 32.76%-13.8pp | 81.01%-62.1pp |
| Employer contribution / active EE | $635 | $2,276-72.1% | $2,719-76.6% | $2,440-74.0% |
| Participant deferral / active EE | $2,502 | $3,538-29.3% | $4,070-38.5% | $3,608-30.6% |
| Admin fee / account holder | $1,464 | $6,839-78.6% | $7,890-81.4% | $5,124-71.4% |