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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 | $72,005 | $67,602+6.5% | $82,312-12.5% | $70,126+2.7% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.9%-45.3pp | 69.5%-38.0pp |
| Annual return | 13.72% | 21.57%-7.8pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $609 | $1,755-65.3% | $2,428-74.9% | $2,343-74.0% |
| Participant deferral / active EE | $1,391 | $2,987-53.4% | $3,706-62.5% | $3,332-58.3% |
| Admin fee / account holder | $2,699 | $4,512-40.2% | $5,608-51.9% | $4,645-41.9% |