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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 | $75,756 | $73,978+2.4% | $96,515-21.5% | $75,173+0.8% |
| Participation rate | 48.3% | 66.4%-18.2pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 13.20% | 26.72%-13.5pp | 35.73%-22.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $1,400 | $2,931-52.2% | $3,740-62.6% | $2,671-47.6% |
| Participant deferral / active EE | $3,206 | $3,660-12.4% | $4,880-34.3% | $4,126-22.3% |
| Admin fee / account holder | $2,862 | $5,219-45.2% | $6,735-57.5% | $5,651-49.4% |