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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 | $76,092 | $55,684+36.6% | $75,900+0.3% | $72,976+4.3% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.3%-9.3pp | 69.5%-9.5pp |
| Annual return | 28.39% | 27.60%+0.8pp | 30.73%-2.3pp | 81.02%-52.6pp |
| Employer contribution / active EE | $762 | $1,687-54.8% | $2,501-69.5% | $2,440-68.8% |
| Participant deferral / active EE | $5,122 | $2,634+94.5% | $3,604+42.1% | $3,608+42.0% |
| Admin fee / account holder | $377 | $3,981-90.5% | $5,421-93.1% | $5,124-92.6% |