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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 | $79,362 | $58,493+35.7% | $84,021-5.5% | $72,975+8.8% |
| Participation rate | 42.2% | 61.2%-19.0pp | 69.0%-26.8pp | 69.5%-27.3pp |
| Annual return | 19.96% | 28.93%-9.0pp | 71.32%-51.4pp | 81.01%-61.1pp |
| Employer contribution / active EE | $489 | $1,163-57.9% | $1,984-75.3% | $2,440-80.0% |
| Participant deferral / active EE | $2,811 | $2,394+17.4% | $3,239-13.2% | $3,608-22.1% |
| Admin fee / account holder | $1,621 | $4,569-64.5% | $6,102-73.4% | $5,124-68.4% |