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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 | $72,335 | $65,361+10.7% | $92,903-22.1% | $72,983-0.9% |
| Participation rate | 55.8% | 68.3%-12.5pp | 76.0%-20.2pp | 69.5%-13.7pp |
| Annual return | 22.03% | 42.11%-20.1pp | 109.43%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,187 | $2,594-54.2% | $3,653-67.5% | $2,440-51.3% |
| Participant deferral / active EE | $2,007 | $3,128-35.9% | $4,238-52.6% | $3,608-44.4% |
| Admin fee / account holder | $1,445 | $4,251-66.0% | $5,795-75.1% | $5,124-71.8% |