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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 | $75,781 | $74,535+1.7% | $100,712-24.8% | $82,637-8.3% |
| Participation rate | 49.1% | 61.2%-12.1pp | 69.3%-20.2pp | 68.1%-19.0pp |
| Annual return | 13.76% | 18.92%-5.2pp | 33.27%-19.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $509 | $1,503-66.1% | $2,313-78.0% | $2,552-80.1% |
| Participant deferral / active EE | $2,431 | $3,074-20.9% | $4,085-40.5% | $4,126-41.1% |
| Admin fee / account holder | $798 | $6,576-87.9% | $9,256-91.4% | $7,339-89.1% |