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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 | $59,370 | $54,541+8.9% | $78,778-24.6% | $70,126-15.3% |
| Participation rate | 27.6% | 60.8%-33.2pp | 69.2%-41.6pp | 69.5%-42.0pp |
| Annual return | 22.78% | 21.07%+1.7pp | 35.62%-12.8pp | 73.15%-50.4pp |
| Employer contribution / active EE | $246 | $1,089-77.4% | $1,986-87.6% | $2,343-89.5% |
| Participant deferral / active EE | $2,284 | $2,210+3.3% | $2,958-22.8% | $3,332-31.5% |
| Admin fee / account holder | $6,644 | $3,709+79.1% | $5,134+29.4% | $4,645+43.0% |