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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 | $71,631 | $57,119+25.4% | $85,187-15.9% | $80,935-11.5% |
| Participation rate | 43.3% | 56.4%-13.1pp | 67.5%-24.2pp | 67.7%-24.3pp |
| Annual return | 11.66% | 21.70%-10.0pp | 66.67%-55.0pp | 35.66%-24.0pp |
| Employer contribution / active EE | $777 | $1,802-56.8% | $2,732-71.5% | $2,757-71.8% |
| Participant deferral / active EE | $4,257 | $3,115+36.7% | $4,525-5.9% | $4,299-1.0% |
| Admin fee / account holder | $1,663 | $4,990-66.7% | $6,162-73.0% | $6,924-76.0% |