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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 | $69,017 | $45,050+53.2% | $63,018+9.5% | $70,126-1.6% |
| Participation rate | 60.6% | 69.5%-8.9pp | 74.8%-14.2pp | 69.5%-8.9pp |
| Annual return | 17.15% | 18.76%-1.6pp | 87.62%-70.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,833 | $2,052-10.7% | $2,761-33.6% | $2,343-21.7% |
| Participant deferral / active EE | $2,969 | $2,466+20.4% | $3,330-10.8% | $3,332-10.9% |
| Admin fee / account holder | $884 | $2,834-68.8% | $3,601-75.4% | $4,645-81.0% |