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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 | $70,435 | $71,057-0.9% | $93,654-24.8% | $80,874-12.9% |
| Participation rate | 44.3% | 60.4%-16.1pp | 68.7%-24.4pp | 67.6%-23.3pp |
| Annual return | 13.95% | 11.26%+2.7pp | 133.34%-119.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,227 | $1,564-21.5% | $2,421-49.3% | $2,756-55.5% |
| Participant deferral / active EE | $2,083 | $4,034-48.4% | $4,413-52.8% | $4,297-51.5% |
| Admin fee / account holder | $7,164 | $6,944+3.2% | $8,282-13.5% | $6,935+3.3% |