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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 | $79,323 | $65,364+21.4% | $92,909-14.6% | $72,975+8.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 17.01% | 42.11%-25.1pp | 109.44%-92.4pp | 81.01%-64.0pp |
| Employer contribution / active EE | $686 | $2,594-73.6% | $3,653-81.2% | $2,440-71.9% |
| Participant deferral / active EE | $2,855 | $3,128-8.7% | $4,238-32.6% | $3,608-20.9% |
| Admin fee / account holder | $1,397 | $4,251-67.1% | $5,795-75.9% | $5,124-72.7% |