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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 | $73,556 | $71,106+3.4% | $121,871-39.6% | $69,733+5.5% |
| Participation rate | 35.5% | 62.8%-27.3pp | 73.2%-37.7pp | 62.5%-27.0pp |
| Annual return | 15.16% | 15.43%-0.3pp | 13.57%+1.6pp | 15.22%-0.1pp |
| Employer contribution / active EE | $978 | $2,556-61.7% | $2,731-64.2% | $2,250-56.5% |
| Participant deferral / active EE | $2,245 | $2,765-18.8% | $4,318-48.0% | $3,054-26.5% |
| Admin fee / account holder | $4,343 | $2,128+104.1% | $11,551-62.4% | $3,102+40.0% |