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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 | $68,018 | $64,920+4.8% | $103,693-34.4% | $86,983-21.8% |
| Participation rate | 24.4% | 63.6%-39.2pp | 72.6%-48.3pp | 69.5%-45.2pp |
| Annual return | 28.36% | 30.29%-1.9pp | 47.61%-19.3pp | 25.83%+2.5pp |
| Employer contribution / active EE | $1,008 | $2,141-52.9% | $2,920-65.5% | $2,584-61.0% |
| Participant deferral / active EE | $2,252 | $3,241-30.5% | $4,579-50.8% | $4,194-46.3% |
| Admin fee / account holder | $1,327 | $6,191-78.6% | $7,858-83.1% | $7,856-83.1% |