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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 | $65,798 | $58,493+12.5% | $84,021-21.7% | $72,975-9.8% |
| Participation rate | 43.3% | 61.2%-17.9pp | 69.0%-25.7pp | 69.5%-26.2pp |
| Annual return | 22.29% | 28.93%-6.6pp | 71.32%-49.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $321 | $1,163-72.4% | $1,984-83.8% | $2,440-86.9% |
| Participant deferral / active EE | $1,863 | $2,394-22.2% | $3,239-42.5% | $3,608-48.4% |
| Admin fee / account holder | $2,949 | $4,569-35.5% | $6,102-51.7% | $5,124-42.5% |