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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 | $78,448 | $94,439-16.9% | $73,658+6.5% | $154,746-49.3% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 17.33% | 28.25%-10.9pp | 29.72%-12.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $810 | $1,257-35.6% | $1,032-21.5% | $4,379-81.5% |
| Participant deferral / active EE | $2,580 | $2,527+2.1% | $2,062+25.1% | $6,730-61.7% |
| Admin fee / account holder | $4,398 | $3,843+14.4% | $3,357+31.0% | $14,365-69.4% |