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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 | $81,320 | $58,627+38.7% | $76,735+6.0% | $82,448-1.4% |
| Participation rate | 32.7% | 63.2%-30.5pp | 69.5%-36.8pp | 68.1%-35.4pp |
| Annual return | 19.83% | 39.10%-19.3pp | 29.77%-9.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $783 | $1,729-54.7% | $2,454-68.1% | $2,551-69.3% |
| Participant deferral / active EE | $1,060 | $3,134-66.2% | $4,088-74.1% | $4,139-74.4% |
| Admin fee / account holder | $1,892 | $5,323-64.5% | $7,189-73.7% | $7,234-73.9% |