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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 | $66,630 | $54,541+22.2% | $78,778-15.4% | $70,126-5.0% |
| Participation rate | 52.3% | 60.8%-8.5pp | 69.2%-16.9pp | 69.5%-17.3pp |
| Annual return | 19.27% | 21.07%-1.8pp | 35.62%-16.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $290 | $1,089-73.4% | $1,986-85.4% | $2,343-87.6% |
| Participant deferral / active EE | $1,404 | $2,210-36.5% | $2,958-52.5% | $3,332-57.9% |
| Admin fee / account holder | $6,934 | $3,709+87.0% | $5,134+35.1% | $4,645+49.3% |