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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 | $77,915 | $67,602+15.3% | $82,312-5.3% | $70,126+11.1% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.9%-22.1pp | 69.5%-14.7pp |
| Annual return | 15.43% | 21.57%-6.1pp | 25.88%-10.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $540 | $1,755-69.2% | $2,428-77.8% | $2,343-76.9% |
| Participant deferral / active EE | $2,388 | $2,987-20.1% | $3,706-35.6% | $3,332-28.3% |
| Admin fee / account holder | $7,313 | $4,512+62.1% | $5,608+30.4% | $4,645+57.4% |