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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 | $67,672 | $35,183+92.3% | $73,550-8.0% | $70,126-3.5% |
| Participation rate | 27.2% | 42.9%-15.8pp | 54.9%-27.8pp | 69.5%-42.4pp |
| Annual return | 12.71% | 26.90%-14.2pp | -15.16%+27.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $216 | $709-69.6% | $1,219-82.3% | $2,343-90.8% |
| Participant deferral / active EE | $771 | $1,220-36.8% | $1,804-57.2% | $3,332-76.8% |
| Admin fee / account holder | $642 | $2,302-72.1% | $2,320-72.3% | $4,645-86.2% |