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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 | $73,781 | $45,343+62.7% | $150,298-50.9% | $67,986+8.5% |
| Participation rate | 20.7% | 51.9%-31.2pp | 77.8%-57.1pp | 57.2%-36.5pp |
| Annual return | 15.02% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $673 | $1,462-53.9% | $4,154-83.8% | $2,019-66.6% |
| Participant deferral / active EE | $1,063 | $2,055-48.3% | $5,453-80.5% | $3,358-68.3% |
| Admin fee / account holder | $1,476 | $2,250-34.4% | $14,116-89.5% | $3,203-53.9% |