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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 | $74,033 | $53,774+37.7% | $134,162-44.8% | $79,856-7.3% |
| Participation rate | 58.3% | 58.8%-0.4pp | 72.2%-13.9pp | 69.6%-11.3pp |
| Annual return | 13.95% | 19.01%-5.1pp | 36.35%-22.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $836 | $1,322-36.7% | $3,705-77.4% | $2,471-66.2% |
| Participant deferral / active EE | $2,657 | $2,420+9.8% | $3,500-24.1% | $3,741-29.0% |
| Admin fee / account holder | $1,349 | $3,985-66.1% | $6,685-79.8% | $5,306-74.6% |