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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 | $70,321 | $55,713+26.2% | $75,901-7.4% | $72,975-3.6% |
| Participation rate | 42.9% | 61.1%-18.3pp | 69.3%-26.4pp | 69.5%-26.6pp |
| Annual return | 24.81% | 27.60%-2.8pp | 30.76%-5.9pp | 81.01%-56.2pp |
| Employer contribution / active EE | $984 | $1,687-41.7% | $2,501-60.7% | $2,440-59.7% |
| Participant deferral / active EE | $2,881 | $2,634+9.4% | $3,603-20.1% | $3,608-20.2% |
| Admin fee / account holder | $540 | $3,980-86.4% | $5,420-90.0% | $5,124-89.5% |