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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 | $72,010 | $73,940-2.6% | $96,496-25.4% | $75,173-4.2% |
| Participation rate | 51.1% | 66.4%-15.3pp | 74.3%-23.2pp | 67.2%-16.1pp |
| Annual return | 17.20% | 26.71%-9.5pp | 35.70%-18.5pp | 160.65%-143.5pp |
| Employer contribution / active EE | $1,567 | $2,929-46.5% | $3,738-58.1% | $2,670-41.3% |
| Participant deferral / active EE | $3,277 | $3,659-10.4% | $4,879-32.8% | $4,126-20.6% |
| Admin fee / account holder | $6,846 | $5,216+31.3% | $6,731+1.7% | $5,651+21.1% |