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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 | $83,770 | $64,920+29.0% | $103,693-19.2% | $86,983-3.7% |
| Participation rate | 43.9% | 63.6%-19.7pp | 72.6%-28.8pp | 69.5%-25.7pp |
| Annual return | 20.51% | 30.29%-9.8pp | 47.61%-27.1pp | 25.83%-5.3pp |
| Employer contribution / active EE | $564 | $2,141-73.6% | $2,920-80.7% | $2,584-78.2% |
| Participant deferral / active EE | $1,984 | $3,241-38.8% | $4,579-56.7% | $4,194-52.7% |
| Admin fee / account holder | $965 | $6,191-84.4% | $7,858-87.7% | $7,856-87.7% |