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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 | $68,278 | $64,920+5.2% | $103,693-34.2% | $86,983-21.5% |
| Participation rate | 41.9% | 63.6%-21.7pp | 72.6%-30.7pp | 69.5%-27.6pp |
| Annual return | 22.71% | 30.29%-7.6pp | 47.61%-24.9pp | 25.83%-3.1pp |
| Employer contribution / active EE | $1,731 | $2,141-19.2% | $2,920-40.7% | $2,584-33.0% |
| Participant deferral / active EE | $4,059 | $3,241+25.2% | $4,579-11.4% | $4,194-3.2% |
| Admin fee / account holder | $2,566 | $6,191-58.6% | $7,858-67.3% | $7,856-67.3% |