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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 | $82,463 | $75,541+9.2% | $152,093-45.8% | $82,637-0.2% |
| Participation rate | 37.0% | 66.5%-29.5pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 17.25% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $933 | $2,622-64.4% | $4,175-77.7% | $2,552-63.5% |
| Participant deferral / active EE | $3,319 | $3,206+3.5% | $5,451-39.1% | $4,126-19.6% |
| Admin fee / account holder | $1,199 | $6,405-81.3% | $14,497-91.7% | $7,339-83.7% |