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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 | $84,815 | $72,273+17.4% | $101,275-16.3% | $79,856+6.2% |
| Participation rate | 35.5% | 68.5%-33.0pp | 75.8%-40.3pp | 69.6%-34.2pp |
| Annual return | 16.84% | 22.30%-5.5pp | 46.48%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $640 | $2,691-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $3,005 | $3,282-8.4% | $4,371-31.2% | $3,741-19.7% |
| Admin fee / account holder | $553 | $4,401-87.4% | $5,948-90.7% | $5,306-89.6% |