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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 | $79,188 | $74,535+6.2% | $100,712-21.4% | $82,637-4.2% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 14.35% | 18.92%-4.6pp | 33.27%-18.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $606 | $1,503-59.7% | $2,313-73.8% | $2,552-76.3% |
| Participant deferral / active EE | $2,748 | $3,074-10.6% | $4,085-32.7% | $4,126-33.4% |
| Admin fee / account holder | $10,617 | $6,576+61.5% | $9,256+14.7% | $7,339+44.7% |