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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 | $74,152 | $54,541+36.0% | $78,778-5.9% | $70,126+5.7% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.2%-26.3pp | 69.5%-26.7pp |
| Annual return | 19.68% | 21.07%-1.4pp | 35.62%-15.9pp | 73.15%-53.5pp |
| Employer contribution / active EE | $818 | $1,089-24.8% | $1,986-58.8% | $2,343-65.1% |
| Participant deferral / active EE | $2,144 | $2,210-3.0% | $2,958-27.5% | $3,332-35.6% |
| Admin fee / account holder | $342 | $3,709-90.8% | $5,134-93.3% | $4,645-92.6% |