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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 | $72,650 | $72,273+0.5% | $101,275-28.3% | $79,856-9.0% |
| Participation rate | 63.2% | 68.5%-5.3pp | 75.8%-12.7pp | 69.6%-6.5pp |
| Annual return | 15.20% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,118 | $2,691-58.5% | $3,660-69.5% | $2,471-54.8% |
| Participant deferral / active EE | $1,894 | $3,282-42.3% | $4,371-56.7% | $3,741-49.4% |
| Admin fee / account holder | $1,704 | $4,401-61.3% | $5,948-71.3% | $5,306-67.9% |