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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 | $77,303 | $72,492+6.6% | $87,102-11.2% | $72,983+5.9% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.0pp |
| Annual return | 23.28% | 24.46%-1.2pp | 28.19%-4.9pp | 81.01%-57.7pp |
| Employer contribution / active EE | $987 | $1,894-47.9% | $2,521-60.9% | $2,440-59.5% |
| Participant deferral / active EE | $2,786 | $3,270-14.8% | $4,048-31.2% | $3,608-22.8% |
| Admin fee / account holder | $2,507 | $5,055-50.4% | $7,491-66.5% | $5,124-51.1% |