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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 | $73,792 | $76,551-3.6% | $123,894-40.4% | $62,881+17.4% |
| Participation rate | 41.1% | 73.0%-31.9pp | 81.4%-40.3pp | 69.3%-28.2pp |
| Annual return | 10.23% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $496 | $2,882-82.8% | $4,617-89.3% | $2,281-78.2% |
| Participant deferral / active EE | $5,326 | $4,840+10.0% | $5,984-11.0% | $3,203+66.3% |
| Admin fee / account holder | $1,279 | $4,826-73.5% | $8,357-84.7% | $4,296-70.2% |