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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 | $80,215 | $41,377+93.9% | $109,313-26.6% | $62,881+27.6% |
| Participation rate | 68.3% | 57.5%+10.8pp | 71.3%-3.0pp | 69.3%-1.0pp |
| Annual return | 10.83% | 11.05%-0.2pp | 22.07%-11.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $356 | $1,276-72.1% | $3,892-90.9% | $2,281-84.4% |
| Participant deferral / active EE | $3,089 | $2,045+51.0% | $3,166-2.5% | $3,203-3.6% |
| Admin fee / account holder | $1,536 | $2,884-46.7% | $5,666-72.9% | $4,296-64.3% |