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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 | $72,963 | $75,058-2.8% | $152,301-52.1% | $64,340+13.4% |
| Participation rate | 41.6% | 60.9%-19.3pp | 82.4%-40.9pp | 55.2%-13.7pp |
| Annual return | 18.36% | 29.93%-11.6pp | 80.50%-62.1pp | 24.14%-5.8pp |
| Employer contribution / active EE | $1,388 | $2,605-46.7% | $4,624-70.0% | $1,862-25.5% |
| Participant deferral / active EE | $3,216 | $5,041-36.2% | $8,004-59.8% | $2,980+7.9% |
| Admin fee / account holder | $5,021 | $4,050+24.0% | $14,398-65.1% | $3,703+35.6% |