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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 | $63,847 | $56,544+12.9% | $75,501-15.4% | $70,126-9.0% |
| Participation rate | 28.9% | 68.1%-39.2pp | 72.4%-43.4pp | 69.5%-40.6pp |
| Annual return | 16.32% | 23.59%-7.3pp | 27.35%-11.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $555 | $1,817-69.4% | $2,352-76.4% | $2,343-76.3% |
| Participant deferral / active EE | $1,404 | $2,580-45.6% | $3,142-55.3% | $3,332-57.9% |
| Admin fee / account holder | $9,903 | $3,827+158.8% | $5,801+70.7% | $4,645+113.2% |