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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 | $72,946 | $51,222+42.4% | $70,544+3.4% | $75,173-3.0% |
| Participation rate | 37.9% | 61.0%-23.0pp | 68.4%-30.4pp | 67.2%-29.3pp |
| Annual return | 13.99% | 30.06%-16.1pp | 32.79%-18.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $960 | $1,827-47.4% | $2,976-67.7% | $2,671-64.0% |
| Participant deferral / active EE | $4,335 | $2,850+52.1% | $4,568-5.1% | $4,126+5.1% |
| Admin fee / account holder | $1,293 | $4,096-68.4% | $6,427-79.9% | $5,651-77.1% |