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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 | $79,751 | $80,992-1.5% | $96,534-17.4% | $75,173+6.1% |
| Participation rate | 59.3% | 71.8%-12.5pp | 76.0%-16.7pp | 67.2%-7.9pp |
| Annual return | 21.80% | 27.05%-5.2pp | 25.88%-4.1pp | 160.72%-138.9pp |
| Employer contribution / active EE | $656 | $2,283-71.2% | $2,965-77.9% | $2,671-75.4% |
| Participant deferral / active EE | $2,238 | $3,929-43.0% | $4,851-53.9% | $4,126-45.8% |
| Admin fee / account holder | $2,709 | $6,717-59.7% | $8,253-67.2% | $5,651-52.1% |