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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 | $95,427 | $64,920+47.0% | $103,693-8.0% | $86,983+9.7% |
| Participation rate | 8.3% | 63.6%-55.3pp | 72.6%-64.3pp | 69.5%-61.2pp |
| Annual return | 11.77% | 30.29%-18.5pp | 47.61%-35.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $222 | $2,141-89.6% | $2,920-92.4% | $2,584-91.4% |
| Participant deferral / active EE | $880 | $3,241-72.8% | $4,579-80.8% | $4,194-79.0% |
| Admin fee / account holder | $1,504 | $6,191-75.7% | $7,858-80.9% | $7,856-80.9% |