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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 | $74,319 | $72,486+2.5% | $87,103-14.7% | $72,976+1.8% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 21.63% | 24.46%-2.8pp | 28.19%-6.6pp | 81.02%-59.4pp |
| Employer contribution / active EE | $854 | $1,894-54.9% | $2,521-66.1% | $2,440-65.0% |
| Participant deferral / active EE | $2,446 | $3,270-25.2% | $4,049-39.6% | $3,608-32.2% |
| Admin fee / account holder | $552 | $5,055-89.1% | $7,491-92.6% | $5,124-89.2% |