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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 | $68,051 | $67,602+0.7% | $82,312-17.3% | $70,126-3.0% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 14.31% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,372 | $1,755-21.8% | $2,428-43.5% | $2,343-41.4% |
| Participant deferral / active EE | $4,020 | $2,987+34.6% | $3,706+8.5% | $3,332+20.7% |
| Admin fee / account holder | $1,174 | $4,512-74.0% | $5,608-79.1% | $4,645-74.7% |