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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 | $75,336 | $73,955+1.9% | $96,520-21.9% | $75,181+0.2% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 16.53% | 26.72%-10.2pp | 35.72%-19.2pp | 160.69%-144.2pp |
| Employer contribution / active EE | $1,471 | $2,930-49.8% | $3,739-60.7% | $2,671-44.9% |
| Participant deferral / active EE | $2,958 | $3,659-19.2% | $4,879-39.4% | $4,126-28.3% |
| Admin fee / account holder | $2,191 | $5,217-58.0% | $6,733-67.5% | $5,650-61.2% |