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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 | $73,785 | $112,729-34.5% | $98,716-25.3% | $137,256-46.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.70% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $921 | $2,725-66.2% | $2,279-59.6% | $4,156-77.8% |
| Participant deferral / active EE | $7,707 | $4,640+66.1% | $4,048+90.4% | $6,407+20.3% |
| Admin fee / account holder | $12,787 | $10,129+26.2% | $8,703+46.9% | $12,270+4.2% |