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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 | $68,035 | $66,673+2.0% | $203,872-66.6% | $65,306+4.2% |
| Participation rate | 51.5% | 53.8%-2.3pp | 77.8%-26.3pp | 57.7%-6.2pp |
| Annual return | 18.72% | 15.81%+2.9pp | 85.11%-66.4pp | 21.94%-3.2pp |
| Employer contribution / active EE | $1,193 | $1,702-29.9% | $3,757-68.2% | $1,967-39.4% |
| Participant deferral / active EE | $2,287 | $2,944-22.3% | $6,388-64.2% | $2,959-22.7% |
| Admin fee / account holder | $6,273 | $5,686+10.3% | $11,730-46.5% | $3,480+80.3% |