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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 | $74,489 | $71,208+4.6% | $93,681-20.5% | $80,911-7.9% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.4pp | 67.6%-31.3pp |
| Annual return | 14.68% | 11.27%+3.4pp | 133.47%-118.8pp | 35.63%-20.9pp |
| Employer contribution / active EE | $384 | $1,564-75.5% | $2,422-84.2% | $2,756-86.1% |
| Participant deferral / active EE | $3,262 | $4,035-19.2% | $4,415-26.1% | $4,297-24.1% |
| Admin fee / account holder | $4,363 | $6,951-37.2% | $8,290-47.4% | $6,935-37.1% |