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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 | $88,219 | $75,541+16.8% | $152,093-42.0% | $82,637+6.8% |
| Participation rate | 33.3% | 66.5%-33.2pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 20.51% | 32.56%-12.0pp | 66.36%-45.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $405 | $2,622-84.6% | $4,175-90.3% | $2,552-84.1% |
| Participant deferral / active EE | $2,986 | $3,206-6.9% | $5,451-45.2% | $4,126-27.6% |
| Admin fee / account holder | $1,244 | $6,405-80.6% | $14,497-91.4% | $7,339-83.0% |