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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 | $79,867 | $64,920+23.0% | $103,693-23.0% | $86,983-8.2% |
| Participation rate | 49.4% | 63.6%-14.2pp | 72.6%-23.2pp | 69.5%-20.1pp |
| Annual return | 16.24% | 30.29%-14.0pp | 47.61%-31.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $404 | $2,141-81.1% | $2,920-86.2% | $2,584-84.4% |
| Participant deferral / active EE | $2,707 | $3,241-16.5% | $4,579-40.9% | $4,194-35.4% |
| Admin fee / account holder | $617 | $6,191-90.0% | $7,858-92.2% | $7,856-92.2% |