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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 | $84,759 | $72,269+17.3% | $101,271-16.3% | $79,852+6.1% |
| Participation rate | 25.6% | 68.5%-42.8pp | 75.8%-50.2pp | 69.6%-44.0pp |
| Annual return | 14.61% | 22.29%-7.7pp | 46.48%-31.9pp | 31.72%-17.1pp |
| Employer contribution / active EE | $644 | $2,692-76.1% | $3,660-82.4% | $2,471-74.0% |
| Participant deferral / active EE | $1,726 | $3,282-47.4% | $4,371-60.5% | $3,740-53.9% |
| Admin fee / account holder | $350 | $4,401-92.1% | $5,948-94.1% | $5,306-93.4% |