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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 | $81,417 | $58,848+38.4% | $88,179-7.7% | $82,637-1.5% |
| Participation rate | 12.9% | 57.9%-45.0pp | 69.1%-56.2pp | 68.1%-55.2pp |
| Annual return | 17.85% | 22.76%-4.9pp | 64.97%-47.1pp | 53.51%-35.7pp |
| Employer contribution / active EE | $720 | $1,678-57.1% | $2,549-71.8% | $2,552-71.8% |
| Participant deferral / active EE | $1,492 | $3,124-52.2% | $4,614-67.7% | $4,126-63.8% |
| Admin fee / account holder | $3,294 | $4,795-31.3% | $7,673-57.1% | $7,339-55.1% |