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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 | $74,789 | $72,492+3.2% | $87,102-14.1% | $72,983+2.5% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 21.63% | 24.46%-2.8pp | 28.19%-6.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $944 | $1,894-50.1% | $2,521-62.6% | $2,440-61.3% |
| Participant deferral / active EE | $2,614 | $3,270-20.0% | $4,048-35.4% | $3,608-27.5% |
| Admin fee / account holder | $806 | $5,055-84.1% | $7,491-89.2% | $5,124-84.3% |