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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 | $70,940 | $76,642-7.4% | $146,866-51.7% | $65,306+8.6% |
| Participation rate | 45.2% | 61.2%-16.0pp | 82.5%-37.3pp | 57.7%-12.5pp |
| Annual return | 16.53% | 33.40%-16.9pp | 102.85%-86.3pp | 21.94%-5.4pp |
| Employer contribution / active EE | $759 | $2,621-71.0% | $4,425-82.8% | $1,967-61.4% |
| Participant deferral / active EE | $2,493 | $4,864-48.7% | $7,759-67.9% | $2,959-15.8% |
| Admin fee / account holder | $6,961 | $3,960+75.8% | $13,620-48.9% | $3,480+100.0% |