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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 | $67,618 | $60,349+12.0% | $74,184-8.9% | $62,881+7.5% |
| Participation rate | 38.0% | 72.7%-34.7pp | 76.6%-38.6pp | 69.3%-31.3pp |
| Annual return | 11.09% | 21.38%-10.3pp | 17.74%-6.6pp | 20.14%-9.1pp |
| Employer contribution / active EE | $362 | $1,680-78.5% | $2,370-84.7% | $2,281-84.1% |
| Participant deferral / active EE | $3,219 | $2,856+12.7% | $3,550-9.3% | $3,203+0.5% |
| Admin fee / account holder | $4,045 | $4,261-5.1% | $5,586-27.6% | $4,296-5.8% |