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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 | $82,016 | $81,276+0.9% | $155,574-47.3% | $80,925+1.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 19.42% | 33.36%-13.9pp | 64.87%-45.5pp | 35.65%-16.2pp |
| Employer contribution / active EE | $709 | $3,103-77.2% | $4,676-84.8% | $2,756-74.3% |
| Participant deferral / active EE | $1,703 | $3,453-50.7% | $5,629-69.8% | $4,299-60.4% |
| Admin fee / account holder | $4,440 | $7,993-44.5% | $15,914-72.1% | $6,940-36.0% |