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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 | $41,016+79.9% | $152,093-51.5% | $64,097+15.1% |
| Participation rate | 20.7% | 51.3%-30.7pp | 77.8%-57.1pp | 55.2%-34.5pp |
| Annual return | 15.02% | 39.60%-24.6pp | 66.36%-51.3pp | 34.64%-19.6pp |
| Employer contribution / active EE | $673 | $1,342-49.8% | $4,175-83.9% | $1,891-64.4% |
| Participant deferral / active EE | $1,063 | $1,927-44.9% | $5,451-80.5% | $3,080-65.5% |
| Admin fee / account holder | $1,476 | $2,305-36.0% | $14,497-89.8% | $3,454-57.3% |