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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 | $71,258 | $67,602+5.4% | $82,312-13.4% | $70,126+1.6% |
| Participation rate | 20.6% | 72.8%-52.2pp | 76.9%-56.3pp | 69.5%-49.0pp |
| Annual return | 19.93% | 21.57%-1.6pp | 25.88%-5.9pp | 73.15%-53.2pp |
| Employer contribution / active EE | $387 | $1,755-78.0% | $2,428-84.1% | $2,343-83.5% |
| Participant deferral / active EE | $1,534 | $2,987-48.7% | $3,706-58.6% | $3,332-54.0% |
| Admin fee / account holder | $8,766 | $4,512+94.3% | $5,608+56.3% | $4,645+88.7% |