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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 | $71,375 | $58,627+21.7% | $76,735-7.0% | $82,448-13.4% |
| Participation rate | 44.8% | 63.2%-18.4pp | 69.5%-24.7pp | 68.1%-23.2pp |
| Annual return | 13.27% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $988 | $1,729-42.8% | $2,454-59.7% | $2,551-61.3% |
| Participant deferral / active EE | $2,796 | $3,134-10.8% | $4,088-31.6% | $4,139-32.5% |
| Admin fee / account holder | $7,420 | $5,323+39.4% | $7,189+3.2% | $7,234+2.6% |