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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 | $75,077 | $71,215+5.4% | $93,696-19.9% | $80,935-7.2% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.4pp | 67.7%-31.3pp |
| Annual return | 13.06% | 11.27%+1.8pp | 133.74%-120.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $738 | $1,565-52.8% | $2,422-69.5% | $2,757-73.2% |
| Participant deferral / active EE | $1,437 | $4,037-64.4% | $4,417-67.5% | $4,299-66.6% |
| Admin fee / account holder | $10,179 | $6,958+46.3% | $8,287+22.8% | $6,924+47.0% |