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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 | $79,892 | $69,273+15.3% | $90,796-12.0% | $82,637-3.3% |
| Participation rate | 45.7% | 64.0%-18.3pp | 69.5%-23.8pp | 68.1%-22.3pp |
| Annual return | 13.23% | 18.37%-5.1pp | 19.29%-6.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $834 | $1,865-55.3% | $2,294-63.6% | $2,552-67.3% |
| Participant deferral / active EE | $1,715 | $3,047-43.7% | $3,822-55.1% | $4,126-58.4% |
| Admin fee / account holder | $6,640 | $5,511+20.5% | $7,024-5.5% | $7,339-9.5% |