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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 | $84,330 | $75,720+11.4% | $90,312-6.6% | $86,983-3.1% |
| Participation rate | 25.9% | 66.3%-40.4pp | 72.9%-47.0pp | 69.5%-43.7pp |
| Annual return | 15.98% | 18.55%-2.6pp | 18.90%-2.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $732 | $1,945-62.4% | $2,243-67.4% | $2,584-71.7% |
| Participant deferral / active EE | $1,397 | $3,001-53.4% | $3,749-62.7% | $4,194-66.7% |
| Admin fee / account holder | $2,780 | $6,201-55.2% | $8,248-66.3% | $7,856-64.6% |