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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 | $68,858 | $45,312+52.0% | $86,233-20.1% | $67,986+1.3% |
| Participation rate | 7.7% | 42.4%-34.8pp | 69.0%-61.4pp | 57.2%-49.6pp |
| Annual return | 18.49% | 24.79%-6.3pp | 61.39%-42.9pp | 31.67%-13.2pp |
| Employer contribution / active EE | $256 | $1,160-77.9% | $2,504-89.8% | $2,019-87.3% |
| Participant deferral / active EE | $624 | $2,185-71.4% | $4,559-86.3% | $3,358-81.4% |
| Admin fee / account holder | $482 | $3,295-85.4% | $8,342-94.2% | $3,203-85.0% |