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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 | $79,317 | $69,444+14.2% | $92,985-14.7% | $87,485-9.3% |
| Participation rate | 47.4% | 63.3%-15.9pp | 69.5%-22.1pp | 68.9%-21.6pp |
| Annual return | 18.92% | 23.85%-4.9pp | 27.99%-9.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $527 | $1,917-72.5% | $2,662-80.2% | $2,596-79.7% |
| Participant deferral / active EE | $2,226 | $3,364-33.8% | $4,377-49.1% | $4,274-47.9% |
| Admin fee / account holder | $7,795 | $6,137+27.0% | $9,463-17.6% | $7,775+0.3% |