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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 | $74,597 | $67,602+10.3% | $82,312-9.4% | $70,126+6.4% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 22.10% | 21.57%+0.5pp | 25.88%-3.8pp | 73.15%-51.0pp |
| Employer contribution / active EE | $599 | $1,755-65.8% | $2,428-75.3% | $2,343-74.4% |
| Participant deferral / active EE | $1,772 | $2,987-40.7% | $3,706-52.2% | $3,332-46.8% |
| Admin fee / account holder | $604 | $4,512-86.6% | $5,608-89.2% | $4,645-87.0% |