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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 | $81,487 | $67,411+20.9% | $91,004-10.5% | $70,126+16.2% |
| Participation rate | 38.7% | 71.4%-32.7pp | 75.6%-36.9pp | 69.5%-30.8pp |
| Annual return | 16.36% | -40.16%+56.5pp | 4.60%+11.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $457 | $1,786-74.4% | $2,456-81.4% | $2,343-80.5% |
| Participant deferral / active EE | $1,563 | $2,823-44.6% | $3,548-56.0% | $3,332-53.1% |
| Admin fee / account holder | $623 | $4,236-85.3% | $5,417-88.5% | $4,645-86.6% |