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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 | $55,932+25.7% | $76,735-8.4% | $67,986+3.4% |
| Participation rate | 15.3% | 50.8%-35.5pp | 69.5%-54.2pp | 57.2%-42.0pp |
| Annual return | 15.44% | 23.10%-7.7pp | 29.77%-14.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $598 | $1,487-59.8% | $2,454-75.6% | $2,019-70.4% |
| Participant deferral / active EE | $1,493 | $2,558-41.6% | $4,088-63.5% | $3,358-55.5% |
| Admin fee / account holder | $1,428 | $4,907-70.9% | $7,189-80.1% | $3,203-55.4% |