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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 | $78,427 | $54,541+43.8% | $78,778-0.4% | $70,126+11.8% |
| Participation rate | 42.2% | 60.8%-18.6pp | 69.2%-27.0pp | 69.5%-27.3pp |
| Annual return | 14.98% | 21.07%-6.1pp | 35.62%-20.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $934 | $1,089-14.2% | $1,986-53.0% | $2,343-60.1% |
| Participant deferral / active EE | $2,517 | $2,210+13.9% | $2,958-14.9% | $3,332-24.5% |
| Admin fee / account holder | $679 | $3,709-81.7% | $5,134-86.8% | $4,645-85.4% |