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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 | $76,206 | $64,920+17.4% | $103,693-26.5% | $86,983-12.4% |
| Participation rate | 54.2% | 63.6%-9.4pp | 72.6%-18.5pp | 69.5%-15.4pp |
| Annual return | 16.36% | 30.29%-13.9pp | 47.61%-31.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $576 | $2,141-73.1% | $2,920-80.3% | $2,584-77.7% |
| Participant deferral / active EE | $2,101 | $3,241-35.2% | $4,579-54.1% | $4,194-49.9% |
| Admin fee / account holder | $1,523 | $6,191-75.4% | $7,858-80.6% | $7,856-80.6% |