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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 | $87,511 | $81,331+7.6% | $155,534-43.7% | $80,935+8.1% |
| Participation rate | 42.1% | 66.3%-24.1pp | 78.2%-36.1pp | 67.7%-25.6pp |
| Annual return | 18.99% | 33.37%-14.4pp | 64.92%-45.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $832 | $3,105-73.2% | $4,675-82.2% | $2,757-69.8% |
| Participant deferral / active EE | $1,878 | $3,454-45.6% | $5,630-66.6% | $4,299-56.3% |
| Admin fee / account holder | $1,462 | $7,999-81.7% | $15,900-90.8% | $6,924-78.9% |