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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 | $76,325 | $56,544+35.0% | $75,501+1.1% | $70,126+8.8% |
| Participation rate | 56.5% | 68.1%-11.6pp | 72.4%-15.8pp | 69.5%-13.0pp |
| Annual return | 15.38% | 23.59%-8.2pp | 27.35%-12.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $540 | $1,817-70.3% | $2,352-77.1% | $2,343-77.0% |
| Participant deferral / active EE | $1,930 | $2,580-25.2% | $3,142-38.6% | $3,332-42.1% |
| Admin fee / account holder | $415 | $3,827-89.1% | $5,801-92.8% | $4,645-91.1% |