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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 | $76,889 | $47,848+60.7% | $81,473-5.6% | $70,126+9.6% |
| Participation rate | 21.9% | 58.3%-36.4pp | 68.0%-46.1pp | 69.5%-47.7pp |
| Annual return | 17.91% | 27.25%-9.3pp | 38.78%-20.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $631 | $1,527-58.7% | $2,568-75.4% | $2,343-73.0% |
| Participant deferral / active EE | $1,336 | $2,453-45.5% | $3,537-62.2% | $3,332-59.9% |
| Admin fee / account holder | $16,936 | $3,145+438.5% | $4,561+271.3% | $4,645+264.6% |