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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 | $74,047 | $76,371-3.0% | $93,621-20.9% | $72,975+1.5% |
| Participation rate | 37.0% | 71.8%-34.7pp | 75.8%-38.8pp | 69.5%-32.5pp |
| Annual return | 24.45% | 25.82%-1.4pp | 32.76%-8.3pp | 81.01%-56.6pp |
| Employer contribution / active EE | $598 | $2,276-73.7% | $2,719-78.0% | $2,440-75.5% |
| Participant deferral / active EE | $1,693 | $3,538-52.2% | $4,070-58.4% | $3,608-53.1% |
| Admin fee / account holder | $5,759 | $6,839-15.8% | $7,890-27.0% | $5,124+12.4% |