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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 | $71,414 | $58,493+22.1% | $84,021-15.0% | $72,975-2.1% |
| Participation rate | 50.7% | 61.2%-10.5pp | 69.0%-18.3pp | 69.5%-18.8pp |
| Annual return | 18.85% | 28.93%-10.1pp | 71.32%-52.5pp | 81.01%-62.2pp |
| Employer contribution / active EE | $444 | $1,163-61.8% | $1,984-77.6% | $2,440-81.8% |
| Participant deferral / active EE | $2,750 | $2,394+14.9% | $3,239-15.1% | $3,608-23.8% |
| Admin fee / account holder | $9,372 | $4,569+105.1% | $6,102+53.6% | $5,124+82.9% |