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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 | $75,414 | $58,099+29.8% | $76,872-1.9% | $75,173+0.3% |
| Participation rate | 22.7% | 63.9%-41.2pp | 69.6%-46.9pp | 67.2%-44.5pp |
| Annual return | 14.99% | 26.71%-11.7pp | 37.90%-22.9pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,020 | $1,996-48.9% | $2,533-59.7% | $2,671-61.8% |
| Participant deferral / active EE | $1,703 | $2,999-43.2% | $3,832-55.6% | $4,126-58.7% |
| Admin fee / account holder | $6,072 | $4,778+27.1% | $5,476+10.9% | $5,651+7.5% |