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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 | $74,180 | $71,197+4.2% | $93,669-20.8% | $80,925-8.3% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.4pp |
| Annual return | 11.59% | 11.27%+0.3pp | 133.59%-122.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,451 | $1,565-7.3% | $2,424-40.1% | $2,756-47.4% |
| Participant deferral / active EE | $1,926 | $4,036-52.3% | $4,416-56.4% | $4,299-55.2% |
| Admin fee / account holder | $2,936 | $6,959-57.8% | $8,291-64.6% | $6,940-57.7% |