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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 | $73,257 | $71,215+2.9% | $93,696-21.8% | $80,935-9.5% |
| Participation rate | 26.6% | 60.4%-33.8pp | 68.7%-42.2pp | 67.7%-41.1pp |
| Annual return | 16.32% | 11.27%+5.0pp | 133.74%-117.4pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,255 | $1,565-19.8% | $2,422-48.2% | $2,757-54.5% |
| Participant deferral / active EE | $3,187 | $4,037-21.1% | $4,417-27.8% | $4,299-25.9% |
| Admin fee / account holder | $3,096 | $6,958-55.5% | $8,287-62.6% | $6,924-55.3% |