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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 | $69,830 | $67,602+3.3% | $82,312-15.2% | $70,126-0.4% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.9%-27.9pp | 69.5%-20.6pp |
| Annual return | 13.94% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,435 | $1,755-18.2% | $2,428-40.9% | $2,343-38.7% |
| Participant deferral / active EE | $1,685 | $2,987-43.6% | $3,706-54.5% | $3,332-49.4% |
| Admin fee / account holder | $865 | $4,512-80.8% | $5,608-84.6% | $4,645-81.4% |