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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 | $74,575 | $64,920+14.9% | $103,693-28.1% | $86,983-14.3% |
| Participation rate | 34.3% | 63.6%-29.3pp | 72.6%-38.4pp | 69.5%-35.3pp |
| Annual return | 15.26% | 30.29%-15.0pp | 47.61%-32.3pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,432 | $2,141-33.1% | $2,920-51.0% | $2,584-44.6% |
| Participant deferral / active EE | $2,741 | $3,241-15.4% | $4,579-40.2% | $4,194-34.6% |
| Admin fee / account holder | $950 | $6,191-84.7% | $7,858-87.9% | $7,856-87.9% |