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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 | $79,778 | $67,606+18.0% | $82,313-3.1% | $70,124+13.8% |
| Participation rate | 58.0% | 72.8%-14.8pp | 76.9%-18.9pp | 69.5%-11.5pp |
| Annual return | 13.34% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $564 | $1,755-67.9% | $2,428-76.8% | $2,342-75.9% |
| Participant deferral / active EE | $3,226 | $2,987+8.0% | $3,706-13.0% | $3,332-3.2% |
| Admin fee / account holder | $2,477 | $4,512-45.1% | $5,608-55.8% | $4,645-46.7% |