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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 | $75,411 | $107,809-30.1% | $97,032-22.3% | $155,188-51.4% |
| Participation rate | 16.7% | 75.5%-58.8pp | 71.6%-54.9pp | 80.8%-64.1pp |
| Annual return | 18.52% | 38.06%-19.5pp | 35.38%-16.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $421 | $2,911-85.5% | $2,629-84.0% | $4,248-90.1% |
| Participant deferral / active EE | $1,126 | $5,129-78.1% | $4,672-75.9% | $6,531-82.8% |
| Admin fee / account holder | $12,080 | $10,717+12.7% | $9,418+28.3% | $14,480-16.6% |