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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 | $71,741 | $65,246+10.0% | $98,716-27.3% | $67,986+5.5% |
| Participation rate | 37.3% | 51.4%-14.2pp | 69.3%-32.0pp | 57.2%-19.9pp |
| Annual return | 13.53% | 20.58%-7.0pp | 31.81%-18.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $679 | $1,042-34.9% | $2,279-70.2% | $2,019-66.4% |
| Participant deferral / active EE | $1,558 | $2,594-39.9% | $4,048-61.5% | $3,358-53.6% |
| Admin fee / account holder | $1,618 | $4,561-64.5% | $8,703-81.4% | $3,203-49.5% |