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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 | $132,983 | $74,535+78.4% | $100,712+32.0% | $82,637+60.9% |
| Participation rate | 39.5% | 61.2%-21.7pp | 69.3%-29.8pp | 68.1%-28.6pp |
| Annual return | 15.52% | 18.92%-3.4pp | 33.27%-17.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $683 | $1,503-54.5% | $2,313-70.5% | $2,552-73.2% |
| Participant deferral / active EE | $1,666 | $3,074-45.8% | $4,085-59.2% | $4,126-59.6% |
| Admin fee / account holder | $489 | $6,576-92.6% | $9,256-94.7% | $7,339-93.3% |