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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 | $73,995 | $64,909+14.0% | $82,312-10.1% | $62,293+18.8% |
| Participation rate | 48.1% | 74.9%-26.7pp | 76.9%-28.7pp | 69.5%-21.4pp |
| Annual return | 23.88% | 21.18%+2.7pp | 25.88%-2.0pp | 28.90%-5.0pp |
| Employer contribution / active EE | $1,070 | $1,676-36.2% | $2,428-55.9% | $2,042-47.6% |
| Participant deferral / active EE | $2,324 | $3,103-25.1% | $3,706-37.3% | $3,169-26.7% |
| Admin fee / account holder | $1,552 | $440+253.0% | $5,608-72.3% | $479+223.8% |