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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 | $68,923 | $67,602+2.0% | $82,312-16.3% | $70,126-1.7% |
| Participation rate | 27.8% | 72.8%-44.9pp | 76.9%-49.0pp | 69.5%-41.7pp |
| Annual return | 14.12% | 21.57%-7.4pp | 25.88%-11.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $980 | $1,755-44.2% | $2,428-59.7% | $2,343-58.2% |
| Participant deferral / active EE | $2,376 | $2,987-20.5% | $3,706-35.9% | $3,332-28.7% |
| Admin fee / account holder | $10,188 | $4,512+125.8% | $5,608+81.7% | $4,645+119.3% |