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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 | $69,209 | $53,901+28.4% | $134,162-48.4% | $73,493-5.8% |
| Participation rate | 55.9% | 62.8%-6.9pp | 72.2%-16.3pp | 70.7%-14.8pp |
| Annual return | 16.12% | 15.82%+0.3pp | 36.35%-20.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $737 | $1,458-49.5% | $3,705-80.1% | $2,270-67.5% |
| Participant deferral / active EE | $2,218 | $2,739-19.0% | $3,500-36.6% | $3,740-40.7% |
| Admin fee / account holder | $1,608 | $581+177.1% | $6,685-75.9% | $513+213.5% |