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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 | $64,082 | $58,493+9.6% | $84,021-23.7% | $72,975-12.2% |
| Participation rate | 47.7% | 61.2%-13.5pp | 69.0%-21.3pp | 69.5%-21.8pp |
| Annual return | 21.82% | 28.93%-7.1pp | 71.32%-49.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $445 | $1,163-61.8% | $1,984-77.6% | $2,440-81.8% |
| Participant deferral / active EE | $1,291 | $2,394-46.1% | $3,239-60.1% | $3,608-64.2% |
| Admin fee / account holder | $1,427 | $4,569-68.8% | $6,102-76.6% | $5,124-72.2% |