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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 | $79,942 | $72,486+10.3% | $87,103-8.2% | $72,976+9.5% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.9%-38.0pp | 69.5%-30.6pp |
| Annual return | 27.21% | 24.46%+2.8pp | 28.19%-1.0pp | 81.02%-53.8pp |
| Employer contribution / active EE | $580 | $1,894-69.4% | $2,521-77.0% | $2,440-76.2% |
| Participant deferral / active EE | $2,052 | $3,270-37.2% | $4,049-49.3% | $3,608-43.1% |
| Admin fee / account holder | $337 | $5,055-93.3% | $7,491-95.5% | $5,124-93.4% |