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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 | $70,866 | $51,222+38.4% | $70,544+0.5% | $75,173-5.7% |
| Participation rate | 32.0% | 61.0%-29.0pp | 68.4%-36.4pp | 67.2%-35.2pp |
| Annual return | 18.39% | 30.06%-11.7pp | 32.79%-14.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $977 | $1,827-46.5% | $2,976-67.2% | $2,671-63.4% |
| Participant deferral / active EE | $3,114 | $2,850+9.3% | $4,568-31.8% | $4,126-24.5% |
| Admin fee / account holder | $2,062 | $4,096-49.6% | $6,427-67.9% | $5,651-63.5% |