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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 | $75,445 | $72,269+4.4% | $101,271-25.5% | $79,852-5.5% |
| Participation rate | 56.7% | 68.5%-11.8pp | 75.8%-19.1pp | 69.6%-13.0pp |
| Annual return | 16.76% | 22.29%-5.5pp | 46.48%-29.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $1,381 | $2,692-48.7% | $3,660-62.3% | $2,471-44.1% |
| Participant deferral / active EE | $2,926 | $3,282-10.8% | $4,371-33.0% | $3,740-21.8% |
| Admin fee / account holder | $573 | $4,401-87.0% | $5,948-90.4% | $5,306-89.2% |