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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 | $79,072 | $95,762-17.4% | $379,746-79.2% | $79,852-1.0% |
| Participation rate | 63.2% | 74.0%-10.8pp | 78.4%-15.3pp | 69.6%-6.5pp |
| Annual return | 12.70% | 18.26%-5.6pp | 34.90%-22.2pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,461 | $2,695-45.8% | $3,540-58.7% | $2,471-40.9% |
| Participant deferral / active EE | $2,614 | $4,705-44.5% | $6,024-56.6% | $3,740-30.1% |
| Admin fee / account holder | $1,959 | $6,745-71.0% | $7,927-75.3% | $5,306-63.1% |