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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 | $77,513 | $53,774+44.1% | $134,162-42.2% | $79,852-2.9% |
| Participation rate | 48.7% | 58.8%-10.1pp | 72.2%-23.5pp | 69.6%-20.9pp |
| Annual return | 26.11% | 19.01%+7.1pp | 36.35%-10.2pp | 31.72%-5.6pp |
| Employer contribution / active EE | $440 | $1,322-66.7% | $3,705-88.1% | $2,471-82.2% |
| Participant deferral / active EE | $1,229 | $2,420-49.2% | $3,500-64.9% | $3,740-67.1% |
| Admin fee / account holder | $710 | $3,985-82.2% | $6,685-89.4% | $5,306-86.6% |