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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 | $77,625 | $55,713+39.3% | $75,901+2.3% | $72,975+6.4% |
| Participation rate | 53.3% | 61.1%-7.8pp | 69.3%-15.9pp | 69.5%-16.2pp |
| Annual return | 25.84% | 27.60%-1.8pp | 30.76%-4.9pp | 81.01%-55.2pp |
| Employer contribution / active EE | $625 | $1,687-63.0% | $2,501-75.0% | $2,440-74.4% |
| Participant deferral / active EE | $1,957 | $2,634-25.7% | $3,603-45.7% | $3,608-45.7% |
| Admin fee / account holder | $12,878 | $3,980+223.5% | $5,420+137.6% | $5,124+151.3% |