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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 | $70,714 | $50,385+40.3% | $75,670-6.5% | $62,293+13.5% |
| Participation rate | 57.4% | 67.7%-10.3pp | 72.3%-14.9pp | 69.5%-12.1pp |
| Annual return | 14.23% | 19.90%-5.7pp | 27.34%-13.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $589 | $1,537-61.7% | $2,352-75.0% | $2,042-71.2% |
| Participant deferral / active EE | $2,015 | $2,445-17.6% | $3,142-35.9% | $3,169-36.4% |
| Admin fee / account holder | $7,182 | $384+1769.6% | $5,800+23.8% | $479+1398.4% |