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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 | $73,461 | $43,075+70.5% | $74,577-1.5% | $62,881+16.8% |
| Participation rate | 49.1% | 58.1%-8.9pp | 68.1%-19.0pp | 69.3%-20.2pp |
| Annual return | 7.82% | 17.50%-9.7pp | 20.47%-12.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $757 | $1,498-49.5% | $2,525-70.0% | $2,281-66.8% |
| Participant deferral / active EE | $2,677 | $2,389+12.0% | $3,458-22.6% | $3,203-16.4% |
| Admin fee / account holder | $8,779 | $2,840+209.1% | $4,138+112.1% | $4,296+104.4% |