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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 | $85,412 | $41,377+106.4% | $109,313-21.9% | $62,881+35.8% |
| Participation rate | 18.8% | 57.5%-38.8pp | 71.3%-52.5pp | 69.3%-50.6pp |
| Annual return | 8.44% | 11.05%-2.6pp | 22.07%-13.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $581 | $1,276-54.5% | $3,892-85.1% | $2,281-74.5% |
| Participant deferral / active EE | $1,874 | $2,045-8.4% | $3,166-40.8% | $3,203-41.5% |
| Admin fee / account holder | $2,190 | $2,884-24.1% | $5,666-61.4% | $4,296-49.0% |