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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 | $98,862 | $77,814+27.0% | $158,223-37.5% | $86,983+13.7% |
| Participation rate | 29.5% | 68.4%-38.9pp | 79.2%-49.7pp | 69.5%-40.0pp |
| Annual return | 13.28% | 30.54%-17.3pp | 52.09%-38.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $778 | $2,592-70.0% | $4,109-81.1% | $2,584-69.9% |
| Participant deferral / active EE | $1,559 | $3,270-52.3% | $5,467-71.5% | $4,194-62.8% |
| Admin fee / account holder | $2,680 | $5,879-54.4% | $16,047-83.3% | $7,856-65.9% |