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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 | $78,937 | $72,269+9.2% | $101,271-22.1% | $79,852-1.1% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 12.36% | 22.29%-9.9pp | 46.48%-34.1pp | 31.72%-19.4pp |
| Employer contribution / active EE | $776 | $2,692-71.2% | $3,660-78.8% | $2,471-68.6% |
| Participant deferral / active EE | $4,124 | $3,282+25.7% | $4,371-5.6% | $3,740+10.3% |
| Admin fee / account holder | $2,045 | $4,401-53.5% | $5,948-65.6% | $5,306-61.5% |