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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 | $69,872 | $67,595+3.4% | $186,193-62.5% | $64,340+8.6% |
| Participation rate | 41.2% | 51.9%-10.7pp | 77.1%-35.9pp | 55.2%-14.0pp |
| Annual return | 19.57% | 17.46%+2.1pp | 78.03%-58.5pp | 24.14%-4.6pp |
| Employer contribution / active EE | $1,110 | $1,513-26.6% | $3,918-71.7% | $1,862-40.4% |
| Participant deferral / active EE | $2,566 | $3,023-15.1% | $6,513-60.6% | $2,980-13.9% |
| Admin fee / account holder | $7,457 | $5,311+40.4% | $11,058-32.6% | $3,703+101.4% |