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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 | $79,449 | $74,535+6.6% | $100,712-21.1% | $82,637-3.9% |
| Participation rate | 46.2% | 61.2%-15.0pp | 69.3%-23.1pp | 68.1%-21.9pp |
| Annual return | 16.47% | 18.92%-2.5pp | 33.27%-16.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $369 | $1,503-75.4% | $2,313-84.0% | $2,552-85.5% |
| Participant deferral / active EE | $3,462 | $3,074+12.6% | $4,085-15.3% | $4,126-16.1% |
| Admin fee / account holder | $1,778 | $6,576-73.0% | $9,256-80.8% | $7,339-75.8% |