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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 | $83,050 | $74,535+11.4% | $100,712-17.5% | $82,637+0.5% |
| Participation rate | 45.9% | 61.2%-15.2pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 20.27% | 18.92%+1.3pp | 33.27%-13.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $706 | $1,503-53.0% | $2,313-69.5% | $2,552-72.3% |
| Participant deferral / active EE | $2,971 | $3,074-3.3% | $4,085-27.3% | $4,126-28.0% |
| Admin fee / account holder | $849 | $6,576-87.1% | $9,256-90.8% | $7,339-88.4% |