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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 | $76,687 | $67,602+13.4% | $82,312-6.8% | $70,126+9.4% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.1pp |
| Annual return | 12.34% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $578 | $1,755-67.0% | $2,428-76.2% | $2,343-75.3% |
| Participant deferral / active EE | $2,566 | $2,987-14.1% | $3,706-30.8% | $3,332-23.0% |
| Admin fee / account holder | $320 | $4,512-92.9% | $5,608-94.3% | $4,645-93.1% |