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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 | $67,725 | $55,932+21.1% | $76,735-11.7% | $67,986-0.4% |
| Participation rate | 38.8% | 50.8%-12.0pp | 69.5%-30.7pp | 57.2%-18.4pp |
| Annual return | 16.67% | 23.10%-6.4pp | 29.77%-13.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,146 | $1,487-22.9% | $2,454-53.3% | $2,019-43.2% |
| Participant deferral / active EE | $2,369 | $2,558-7.4% | $4,088-42.1% | $3,358-29.5% |
| Admin fee / account holder | $3,845 | $4,907-21.6% | $7,189-46.5% | $3,203+20.0% |