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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 | $71,857 | $36,948+94.5% | $73,658-2.4% | $87,485-17.9% |
| Participation rate | 25.7% | 46.8%-21.1pp | 57.0%-31.4pp | 68.9%-43.3pp |
| Annual return | 20.96% | 28.64%-7.7pp | 29.72%-8.8pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,362 | $670+103.3% | $1,032+32.0% | $2,596-47.5% |
| Participant deferral / active EE | $2,222 | $1,379+61.1% | $2,062+7.8% | $4,274-48.0% |
| Admin fee / account holder | $318 | $2,531-87.4% | $3,357-90.5% | $7,775-95.9% |