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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 | $71,383 | $65,367+9.2% | $92,915-23.2% | $72,976-2.2% |
| Participation rate | 47.8% | 68.3%-20.5pp | 76.0%-28.2pp | 69.5%-21.7pp |
| Annual return | 19.86% | 42.11%-22.3pp | 109.45%-89.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $644 | $2,594-75.2% | $3,653-82.4% | $2,440-73.6% |
| Participant deferral / active EE | $1,591 | $3,128-49.2% | $4,238-62.5% | $3,608-55.9% |
| Admin fee / account holder | $1,411 | $4,251-66.8% | $5,796-75.7% | $5,124-72.5% |