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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 | $72,669 | $65,364+11.2% | $92,909-21.8% | $72,975-0.4% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 20.32% | 42.11%-21.8pp | 109.44%-89.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $943 | $2,594-63.6% | $3,653-74.2% | $2,440-61.3% |
| Participant deferral / active EE | $4,086 | $3,128+30.6% | $4,238-3.6% | $3,608+13.2% |
| Admin fee / account holder | $323 | $4,251-92.4% | $5,795-94.4% | $5,124-93.7% |