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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 | $73,188 | $81,262-9.9% | $155,602-53.0% | $80,911-9.5% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 14.83% | 33.34%-18.5pp | 64.81%-50.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,169 | $3,102-62.3% | $4,675-75.0% | $2,756-57.6% |
| Participant deferral / active EE | $1,379 | $3,451-60.0% | $5,629-75.5% | $4,297-67.9% |
| Admin fee / account holder | $555 | $7,992-93.1% | $15,923-96.5% | $6,935-92.0% |