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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 | $69,728 | $59,804+16.6% | $81,982-14.9% | $79,856-12.7% |
| Participation rate | 40.9% | 61.6%-20.8pp | 69.3%-28.4pp | 69.6%-28.8pp |
| Annual return | 17.71% | 17.56%+0.1pp | 41.31%-23.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,035 | $1,713-39.6% | $2,498-58.6% | $2,471-58.1% |
| Participant deferral / active EE | $2,604 | $2,695-3.4% | $3,722-30.0% | $3,741-30.4% |
| Admin fee / account holder | $7,645 | $4,288+78.3% | $5,665+34.9% | $5,306+44.1% |