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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 | $77,635 | $82,523-5.9% | $115,752-32.9% | $70,126+10.7% |
| Participation rate | 63.0% | 74.0%-11.0pp | 77.8%-14.8pp | 69.5%-6.6pp |
| Annual return | 17.85% | 28.22%-10.4pp | 19.41%-1.6pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,072 | $2,758-61.1% | $3,492-69.3% | $2,343-54.2% |
| Participant deferral / active EE | $2,379 | $4,062-41.4% | $5,204-54.3% | $3,332-28.6% |
| Admin fee / account holder | $368 | $4,552-91.9% | $6,278-94.1% | $4,645-92.1% |