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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 | $71,451 | $71,215+0.3% | $93,696-23.7% | $80,935-11.7% |
| Participation rate | 3.7% | 60.4%-56.7pp | 68.7%-65.0pp | 67.7%-64.0pp |
| Annual return | 15.37% | 11.27%+4.1pp | 133.74%-118.4pp | 35.66%-20.3pp |
| Employer contribution / active EE | $902 | $1,565-42.4% | $2,422-62.8% | $2,757-67.3% |
| Participant deferral / active EE | $2,882 | $4,037-28.6% | $4,417-34.7% | $4,299-33.0% |
| Admin fee / account holder | $7,011 | $6,958+0.8% | $8,287-15.4% | $6,924+1.2% |