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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 | $83,568 | $76,371+9.4% | $93,621-10.7% | $72,975+14.5% |
| Participation rate | 53.2% | 71.8%-18.5pp | 75.8%-22.6pp | 69.5%-16.3pp |
| Annual return | 21.38% | 25.82%-4.4pp | 32.76%-11.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,220 | $2,276-46.4% | $2,719-55.1% | $2,440-50.0% |
| Participant deferral / active EE | $1,741 | $3,538-50.8% | $4,070-57.2% | $3,608-51.7% |
| Admin fee / account holder | $1,676 | $6,839-75.5% | $7,890-78.8% | $5,124-67.3% |