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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 | $72,225 | $58,493+23.5% | $84,023-14.0% | $72,976-1.0% |
| Participation rate | 58.8% | 61.2%-2.4pp | 69.0%-10.2pp | 69.5%-10.7pp |
| Annual return | 18.06% | 28.93%-10.9pp | 71.32%-53.3pp | 81.02%-63.0pp |
| Employer contribution / active EE | $422 | $1,163-63.7% | $1,984-78.7% | $2,440-82.7% |
| Participant deferral / active EE | $3,406 | $2,394+42.3% | $3,239+5.1% | $3,608-5.6% |
| Admin fee / account holder | $363 | $4,569-92.1% | $6,102-94.1% | $5,124-92.9% |