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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 | $75,953 | $73,978+2.7% | $96,515-21.3% | $75,173+1.0% |
| Participation rate | 46.9% | 66.4%-19.6pp | 74.3%-27.5pp | 67.2%-20.3pp |
| Annual return | 13.57% | 26.72%-13.1pp | 35.73%-22.2pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,754 | $2,931-40.2% | $3,740-53.1% | $2,671-34.3% |
| Participant deferral / active EE | $1,811 | $3,660-50.5% | $4,880-62.9% | $4,126-56.1% |
| Admin fee / account holder | $690 | $5,219-86.8% | $6,735-89.8% | $5,651-87.8% |