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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 | $75,826 | $69,977+8.4% | $108,582-30.2% | $62,881+20.6% |
| Participation rate | 62.0% | 72.9%-10.9pp | 79.6%-17.6pp | 69.3%-7.3pp |
| Annual return | 5.44% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $871 | $2,135-59.2% | $3,758-76.8% | $2,281-61.8% |
| Participant deferral / active EE | $3,484 | $3,165+10.1% | $4,311-19.2% | $3,203+8.8% |
| Admin fee / account holder | $8,751 | $5,076+72.4% | $7,645+14.5% | $4,296+103.7% |