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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 | $68,962 | $68,852+0.2% | $120,524-42.8% | $80,925-14.8% |
| Participation rate | 46.5% | 61.6%-15.1pp | 71.9%-25.4pp | 67.7%-21.1pp |
| Annual return | 16.80% | 23.67%-6.9pp | 107.36%-90.6pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,169 | $2,063-43.3% | $3,469-66.3% | $2,756-57.6% |
| Participant deferral / active EE | $1,889 | $3,187-40.7% | $4,994-62.2% | $4,299-56.0% |
| Admin fee / account holder | $1,181 | $5,781-79.6% | $9,440-87.5% | $6,940-83.0% |