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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 | $59,162 | $41,016+44.2% | $152,093-61.1% | $64,097-7.7% |
| Participation rate | 27.6% | 51.3%-23.7pp | 77.8%-50.1pp | 55.2%-27.5pp |
| Annual return | 16.64% | 39.60%-23.0pp | 66.36%-49.7pp | 34.64%-18.0pp |
| Employer contribution / active EE | $766 | $1,342-42.9% | $4,175-81.6% | $1,891-59.5% |
| Participant deferral / active EE | $1,617 | $1,927-16.1% | $5,451-70.3% | $3,080-47.5% |
| Admin fee / account holder | $6,077 | $2,305+163.6% | $14,497-58.1% | $3,454+75.9% |