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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 | $76,126 | $44,746+70.1% | $88,179-13.7% | $64,097+18.8% |
| Participation rate | 10.2% | 39.8%-29.6pp | 69.1%-59.0pp | 55.2%-45.0pp |
| Annual return | 35.46% | 24.70%+10.8pp | 64.97%-29.5pp | 34.64%+0.8pp |
| Employer contribution / active EE | $359 | $1,078-66.7% | $2,549-85.9% | $1,891-81.0% |
| Participant deferral / active EE | $1,101 | $2,072-46.9% | $4,614-76.1% | $3,080-64.3% |
| Admin fee / account holder | $5,388 | $3,437+56.8% | $7,673-29.8% | $3,454+56.0% |