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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 | $86,962 | $76,371+13.9% | $93,621-7.1% | $72,975+19.2% |
| Participation rate | 59.7% | 71.8%-12.1pp | 75.8%-16.2pp | 69.5%-9.8pp |
| Annual return | 25.28% | 25.82%-0.5pp | 32.76%-7.5pp | 81.01%-55.7pp |
| Employer contribution / active EE | $683 | $2,276-70.0% | $2,719-74.9% | $2,440-72.0% |
| Participant deferral / active EE | $2,034 | $3,538-42.5% | $4,070-50.0% | $3,608-43.6% |
| Admin fee / account holder | $2,635 | $6,839-61.5% | $7,890-66.6% | $5,124-48.6% |