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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 | $83,284 | $58,848+41.5% | $88,179-5.6% | $82,637+0.8% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.1%-49.1pp | 68.1%-48.1pp |
| Annual return | 17.92% | 22.76%-4.8pp | 64.97%-47.1pp | 53.51%-35.6pp |
| Employer contribution / active EE | $574 | $1,678-65.8% | $2,549-77.5% | $2,552-77.5% |
| Participant deferral / active EE | $3,250 | $3,124+4.1% | $4,614-29.5% | $4,126-21.2% |
| Admin fee / account holder | $585 | $4,795-87.8% | $7,673-92.4% | $7,339-92.0% |