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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 | $84,631 | $94,439-10.4% | $73,658+14.9% | $154,746-45.3% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 18.63% | 28.25%-9.6pp | 29.72%-11.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $835 | $1,257-33.6% | $1,032-19.1% | $4,379-80.9% |
| Participant deferral / active EE | $5,082 | $2,527+101.1% | $2,062+146.5% | $6,730-24.5% |
| Admin fee / account holder | $855 | $3,843-77.8% | $3,357-74.5% | $14,365-94.0% |