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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 | $73,554 | $72,492+1.5% | $87,104-15.6% | $72,975+0.8% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 18.78% | 24.46%-5.7pp | 28.19%-9.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,070 | $1,894-43.5% | $2,521-57.6% | $2,440-56.2% |
| Participant deferral / active EE | $2,059 | $3,270-37.0% | $4,048-49.1% | $3,608-42.9% |
| Admin fee / account holder | $894 | $5,055-82.3% | $7,491-88.1% | $5,124-82.6% |