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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 | $72,229 | $64,909+11.3% | $82,312-12.2% | $62,293+16.0% |
| Participation rate | 41.0% | 74.9%-33.9pp | 76.9%-35.9pp | 69.5%-28.6pp |
| Annual return | 21.10% | 21.18%-0.1pp | 25.88%-4.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $713 | $1,676-57.5% | $2,428-70.6% | $2,042-65.1% |
| Participant deferral / active EE | $2,226 | $3,103-28.3% | $3,706-39.9% | $3,169-29.8% |
| Admin fee / account holder | $1,837 | $440+317.8% | $5,608-67.2% | $479+283.2% |