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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 | $72,450 | $68,852+5.2% | $120,524-39.9% | $80,925-10.5% |
| Participation rate | 44.8% | 61.6%-16.8pp | 71.9%-27.1pp | 67.7%-22.8pp |
| Annual return | 12.61% | 23.67%-11.1pp | 107.36%-94.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $586 | $2,063-71.6% | $3,469-83.1% | $2,756-78.7% |
| Participant deferral / active EE | $2,279 | $3,187-28.5% | $4,994-54.4% | $4,299-47.0% |
| Admin fee / account holder | $8,768 | $5,781+51.7% | $9,440-7.1% | $6,940+26.3% |