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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 | $79,652 | $122,962-35.2% | $71,585+11.3% | $138,895-42.7% |
| Participation rate | 64.7% | 68.9%-4.2pp | 68.2%-3.5pp | 79.9%-15.2pp |
| Annual return | 12.78% | 37.84%-25.1pp | 59.26%-46.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,312 | $2,620-49.9% | $1,669-21.4% | $4,194-68.7% |
| Participant deferral / active EE | $2,823 | $4,311-34.5% | $2,923-3.4% | $6,396-55.9% |
| Admin fee / account holder | $4,982 | $6,488-23.2% | $4,712+5.7% | $12,562-60.3% |