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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 | $69,914 | $56,054+24.7% | $171,082-59.1% | $62,881+11.2% |
| Participation rate | 42.0% | 62.9%-20.8pp | 76.7%-34.7pp | 69.3%-27.3pp |
| Annual return | 7.86% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $995 | $1,731-42.5% | $4,002-75.1% | $2,281-56.4% |
| Participant deferral / active EE | $1,993 | $3,158-36.9% | $4,797-58.5% | $3,203-37.8% |
| Admin fee / account holder | $1,837 | $3,647-49.6% | $8,520-78.4% | $4,296-57.2% |