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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 | $70,301 | $56,121+25.3% | $92,985-24.4% | $64,340+9.3% |
| Participation rate | 15.3% | 44.9%-29.7pp | 69.5%-54.2pp | 55.2%-40.0pp |
| Annual return | 15.44% | 19.19%-3.7pp | 27.99%-12.5pp | 24.14%-8.7pp |
| Employer contribution / active EE | $598 | $1,351-55.8% | $2,662-77.6% | $1,862-67.9% |
| Participant deferral / active EE | $1,493 | $2,362-36.8% | $4,377-65.9% | $2,980-49.9% |
| Admin fee / account holder | $1,428 | $6,869-79.2% | $9,463-84.9% | $3,703-61.4% |