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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 | $77,825 | $67,602+15.1% | $82,312-5.5% | $70,126+11.0% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $401 | $1,755-77.2% | $2,428-83.5% | $2,343-82.9% |
| Participant deferral / active EE | $2,411 | $2,987-19.3% | $3,706-35.0% | $3,332-27.6% |
| Admin fee / account holder | $3,618 | $4,512-19.8% | $5,608-35.5% | $4,645-22.1% |