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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 | $76,096 | $75,963+0.2% | $97,995-22.3% | $70,126+8.5% |
| Participation rate | 35.0% | 77.0%-42.0pp | 82.4%-47.4pp | 69.5%-34.5pp |
| Annual return | 16.83% | 19.26%-2.4pp | 23.94%-7.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $804 | $3,278-75.5% | $4,158-80.7% | $2,343-65.7% |
| Participant deferral / active EE | $2,071 | $4,053-48.9% | $5,097-59.4% | $3,332-37.8% |
| Admin fee / account holder | $363 | $5,407-93.3% | $5,943-93.9% | $4,645-92.2% |