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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 | $71,386 | $76,407-6.6% | $150,298-52.5% | $82,448-13.4% |
| Participation rate | 45.2% | 66.4%-21.2pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 14.66% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $371 | $2,614-85.8% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $4,317 | $3,214+34.3% | $5,453-20.8% | $4,139+4.3% |
| Admin fee / account holder | $5,498 | $6,352-13.4% | $14,116-61.1% | $7,234-24.0% |