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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 | $67,814 | $64,359+5.4% | $90,161-24.8% | $70,126-3.3% |
| Participation rate | 38.2% | 70.4%-32.2pp | 76.9%-38.6pp | 69.5%-31.3pp |
| Annual return | 38.71% | 28.13%+10.6pp | 34.89%+3.8pp | 73.15%-34.4pp |
| Employer contribution / active EE | $922 | $2,046-54.9% | $3,318-72.2% | $2,343-60.6% |
| Participant deferral / active EE | $2,247 | $4,389-48.8% | $5,287-57.5% | $3,332-32.6% |
| Admin fee / account holder | $356 | $3,945-91.0% | $5,943-94.0% | $4,645-92.3% |