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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 | $77,108 | $49,791+54.9% | $78,210-1.4% | $70,126+10.0% |
| Participation rate | 48.6% | 62.3%-13.7pp | 68.7%-20.2pp | 69.5%-21.0pp |
| Annual return | 16.08% | 20.75%-4.7pp | 40.90%-24.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $297 | $1,430-79.2% | $2,034-85.4% | $2,343-87.3% |
| Participant deferral / active EE | $2,565 | $2,150+19.3% | $2,823-9.1% | $3,332-23.0% |
| Admin fee / account holder | $1,691 | $3,181-46.8% | $3,758-55.0% | $4,645-63.6% |