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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 | $70,348 | $53,777+30.8% | $134,155-47.6% | $79,858-11.9% |
| Participation rate | 34.3% | 58.8%-24.4pp | 72.2%-37.9pp | 69.6%-35.3pp |
| Annual return | 12.21% | 19.01%-6.8pp | 36.34%-24.1pp | 31.72%-19.5pp |
| Employer contribution / active EE | $438 | $1,321-66.9% | $3,705-88.2% | $2,471-82.3% |
| Participant deferral / active EE | $1,004 | $2,420-58.5% | $3,500-71.3% | $3,740-73.1% |
| Admin fee / account holder | $1,126 | $3,984-71.7% | $6,685-83.2% | $5,306-78.8% |